Brokerage Services

With your goals established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Wealth Accumulation

    • Fee-Based Accounts        
    • Taxable vs. Tax-Free Investing
    • Treasury
    • Municipal Bonds
    • Stocks, Corporate Bonds & REITS 
    • MLCD (Market-LinkedCD)
    • Mutual Funds/EFTs
    • 529/College Funding
    • Fixed & Variable Annuities  

Retirement & Pension Planning                              

    • 401k’s & 403b’s
    • Direct Rollovers of 401k, 403b plans
    • IRAs, Roth IRAs & Simples 
    • Profit Sharing, SEPs 

Risk management (Insurance)

A fundamental part of financial planning involves risk management. We review our clients’ existing life, disability and long-term care insurance policies in mind to assess for adequacy and cost-effectiveness; then we make recommendations in areas of deficiencies.

    • Estimating your life insurance needs
    • Protecting your loved ones with Life Insurance
    • Life insurance recommendations
    • Creating an estate plan with life insurance
    • Long-term careoptions
    • Disability Insurance

Call us at (914-220-5497) or email for a free consulatation.

Get a FREE Consultation

Find out how we can serve you! Call (914) 220-5497 or request a free consultation.

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