Just as you develop a long-term relationship with your doctor, accountant, or attorney, it’s important to establish a relationship with a financial advisor that grows over time. When I understand your personal and financial situation – know where you’ve been and where you want to go – it creates a relationship that offers a greater benefit over the course of your lifetime. I will be there for you when things are going well, and more importantly, when you run into financial challenges.
We will look at all aspects of your financial situation including income protection, college planning, retirement planning and estate planning.
We will construct and manage customized portfolios designed to help you reach your stated goals.
With all the conflicting advice out there and the constant media coverage about market volatility, it can be overwhelming to figure out how to maximize and protect the wealth you’ve worked so hard to build. For more than 25 years, I’ve been helping people like you to tune out the noise and achieve financial well-being, clarity, and confidence. I take the time to build strong relationships with each of my clients and teach them what they need to know to stay on the right path to accomplish their financial goals. The people I work with are like family to me, and I’m honored to be a sounding board and empower them to make the wisest possible decisions throughout their financial journey. If you’re looking for a partner who will educate you and help you create a highly-customized financial plan that’s in alignment with who you are and what you value, I’d love to talk.
6800 Jericho Turnpike, Suite 120W
Syosset, NY 11791
Call: (516) 439-5587