Want more information? Read our responses to some of the most frequent questions that we are asked by prospective clients.
You may not buy what they are selling if you have all of the facts.
Yes, advisors do not have mandatory disclosure requirements.
Weak advisors withhold the most information because they have a lot to hide.
It reduces your sales resistance and makes them more competitive against Investment Advisors.
Documentation protects your financial interests. You have a written record of what was communicated to you.
You will lose if there is a future dispute. It is your word against the advisor.
Our principal services are planning and investment. We provide additional services upon request.
We act as the financial quarterback for our clients. We provide multiple services so we can provide integrated solutions.
Some of our clients moved to Long Island from out-of-state. They need tax and legal advice that is based on New York regulations.
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