“When you work with our Financial Services Representatives, we help you design the best path for your financial future, and your goals become our goals, which we strive to achieve together. We are here to assist you in setting, monitoring and meeting your goals through a spectrum of financial services, including long-term asset accumulation, preservation and distribution strategies.”

“Our agency is proud to service and advise clients within the tri state area. Having two large scale agencies, one in Midtown Manhattan the other Bay Ridge Brooklyn provide our clients not only the professionalism but the convenience they deserve. Our primary focus is assisting people in making important financial decisions for their families and small businesses.”