Financial Planning, Insurance & Investments
Our mission: To make financial planning accessible for your families and small business owners, by making it relevant, specific and affordable for them.
Life, Health & Accident Insurance (NY, NJ, PA, VA, FL, TX)
Series 6 & 63 (FINRA)
IAR (investment adviser representative)
CRIA (corporate registered investment adviser)
Leaders Conference producer
Million Dollar Round Table qualifier
Call us: 516.873.4649