Woodbury, New York
137 Woodbury Road
We Make The Pieces Fit Together...
When markets shift, experienced investors stick to their strategy.
Finding the Balance
We Make the Pieces Fit Together
Peer-to-Peer payment apps are one of the newest ways to send money
Stay Safe with a B.O.P. At Your Back
Let us help you pursue your goals through careful development and implementation of strategies to help gain financial success. We offer "One Stop Shopping" for clients' financial and legal needs.
Our experience, knowledge and personal approach enable us to help you fully integrate all aspects of your financial needs. We work together towards a single goal: Helping you achieve financial success.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Owner & Registered Representative
Lead Attorney & Registered Representative
Certified Financial Planner
Certified Public Accountant & Enrolled Agent
Sr. Associate Attorney
Medicaid Specialist, CSSD