We believe meeting with you face-to-face is the best way to help you achieve your financial goals.

Financial planning can sometimes be stressful or overwhelming, especially during major life events like retirement or significant purchases. In-person meetings provide emotional support, reassurance, and guidance during these critical moments.

Our Investment Counselors are available to meet with you at your convenience, either in your home, at one of our branch offices, or virtually. 

We believe you should feel comfortable with your investments.

Since 1976, we have been meeting our clients face-to-face, and we persist in doing so because it yields significant benefits. Meeting face-to-face allows us to understand your unique financial situation, goals, and risk tolerance in a more comprehensive manner. This personalized approach enables us to tailor investment recommendations to suit your specific needs. In-person meetings allow our Investment Counselors to explain complex concepts more thoroughly and address any questions or concerns you may have in real-time. 

While offering a range of investments, we feature those that we believe are based on real value and are designed to pay dividends, distributions, or interest.

Retirement Planning


College & Education Savings

Life Insurance

Get started TODAY!

Make an appointment for a free, no-obligation financial needs consultation with one of our trusted Investment Counselors. We are happy to meet with you in your home or at one of our branch offices in Syosset, NY; White Plains, NY; Lawrenceville, NJ, Westport, CT or Boca Raton, FL.


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Your Investment Counselor

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