Knowledge Is The Key To Success

Our team is committed to guiding you through your financial questions to enable you to make smart planning decisions.

Our financial advisors have provided educational workshops and seminars on the topics of retirement planning, Long-Term Care planning, and wealth management for Adelphi University, public school employees, the Florida Public Pension Trustees Association, the Suffolk County Superior Officers’ Association, the Suffolk County Dental Association, the New York Association for Pupil Transportation, the Empire State Supervisors and Administrators Association, the Council of Administrators and Supervisors, and for the general public for over 25 years.