Offices located throughout Staten Island & Brooklyn.


(800) 845-6120


(212) 624-0222

Our Services

By writing down our goals, we begin to materialize and realize them.

Often times it may seem like a goal is so far it can never be attained.  Rest assured, that is never the case.  It is always worth looking into an opportunity because for that moment, you are using what you have to potentially benefit yourself in your next step.  Often times you are doing the right thing!




Every step of the way, we take the extra step in:

  • Tax management strategies
  • Investment management
  • Retirement and rollover strategies 
  • Estate conservation strategies
  • Insurance and annuity products
  • Income & Growth products
  • Mutual Funds
  • Customized Research and Comparison reports for investment planning.
  • Additional services may be requested and fulfilled based on nature of project.