Plan for tomorrow today!
We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
The owner began his finance career in April 1996 by Investing in a Limited Partnership on a Transportation Company in New York City. In November of 1999, he left Ogden Aviation and started his real estate career by investing in rental properties. Currently, our team has develop a complex, sophisticated matrix of investment style for every investor regardless of each individual risk tolerance. We will assist you with planning for the future, our team has develop a recession prove portfolio that can withstand the volatility of the stock market.
The owner earned his Bachelor Of Science degree in accounting at Cuny York College in Queens NY. He started his graduate education shortly thereafter in economics. On November of 1993 he left Metro North in uptown Manhatten and started his sales career as a salesman with Electrolux.
30 years ago the owner gained their initial investment experience by opening an investment account in 1992 New York, NY with an online brokerage company.
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Monday - Saturday: By appointment only
Sunday: Closed
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