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Products and Services

We are independent advisors who offer a variety of investment and insurance products, including:

  • mutual funds
  • exchange traded funds (ETF’s)
  • separately managed accounts
  • tax deferred annuities
  • fixed and variable annuities
  • life and long-term care insurance
  • alternative investments
  • automatic savings programs

Our services can include comprehensive written financial plans and estate planning services that encompass:

  • retirement and end-of-life planning
  • investment counseling
  • ongoing portfolio monitoring

We establish, fund and transfer all types of IRAs, corporate and self-employed pension and profit sharing plans, TDAs, 401(k)s, and 529 college savings plans.

We are experienced in the coordination of the financial and the psychological aspects of estate planning, and realize that financial planning is more about people than it is about money.   Additionally we specialize in risk evaluation and time management.

For more information on how we can help with any of your wealth management questions,
call us directly or send us an email.
(516) 616-7000

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