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Our Clients

We provide tailored financial advice, retirement planning, estate management, wealth management and services to individuals, families, and businesses on Long Island, NY. Our clients include:

  • Current retirees
  • Boomers nearing retirement
  • Gen X, Gen Y, and Millennials
  • Special situations due to: Inheritance, divorce, death of a spouse, or catastrophic illness
  • A high percentage of our clientele are women
  • LGBT individuals and couples

Why is this important? Our specialized guidance helps our clients pursue their financial goals.

 

Do you have a question or need help planning your financial future?

Call 631-546-5403 or

Click here to schedule a complementary, no-obligation consultation

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