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Frequently Asked Questions

Why wouldn’t you?! Our team is very passionate about educating and empowering our clients to help ensure they are in full control of their financial future. No matter what your financial concerns are or the background that you come from, our diverse team is well equipped to handle all of your needs. Also, we are obligated to act in the best interest of our clients­­, including you!

We offer a wide variety of financial services including wealth management, estate planning strategies, retirement/education planning, investment and advisory, life insurance, annuities, business planning and strategies, long term care, disability income, and an extensive array of financial planning tools and support.

Glad that you asked! Financial planning is not as costly as many people think. Our compensation, which may include fees and/or commissions, depends on the services we provide you. We offer a one-time complimentary consultation to all new clients, so please feel free to reach out!

Both! We would love the opportunity to meet you in person. Our two offices are located in Woodbury, NY and New York, NY. For those of you who are outside of the New York area, or don’t feel like getting out of bed, we also meet with clients over the phone or video call.