Broker Check

Woodbury, New York

137 Woodbury Road,

Woodbury, NY 11797

Blog

Friday, May 31, 2024

1.AI SCAMS:Scammers are now using advanced artificial intelligence technology to mimic your loved ones,creating urgent situations where they claim to need money immediately. Tip- When someone asks you to transmit money using an...

Thursday, April 11, 2024

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children...

Friday, February 16, 2024

Inheriting a retirement account can be a bittersweet experience. On one hand, it's a reminder of the loved one who passed away. On the other, it can represent a significant financial asset. However, navigating the complexities of...

Friday, January 26, 2024

Have you ever stopped to ask yourself if you have a toxic relationship with your money? Take a moment to ponder these statements: Money makes you feel insecure or ashamed. Money limits what you can do. You keep trying and hoping for...