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Important Notice Regarding COVID-19

Effective February 10, the NY statewide indoor business mask-or-vaccine requirement is lifted. Please see the below updates to our Covid-19 policy:

  1. When open, we will continue to be closed to the public even during office hours so visitors should schedule an appointment before coming to the office and will need to ring the front bell for access.

  2. We ask that if you are ill, please cancel your scheduled meeting or switch to one of the remote access options below. If there is a mask mandate in effect, all persons will be required to wear a mask in the office. Otherwise, it is your own preference whether or not you wish to wear one.

  3. We have the capability to host remote access via web conference, video conference and tele-conference so that we can stay connected at all times.

  4. All staff are fully vaccinated against COVID-19 as of 2/10/22, but we will continue to adhere to any and all required social hygiene and distance practices.

  5. Some staff may continue to rotate between working from home and working from the office. Any staff who is feeling ill will be required to stay home.

  6. If you need to schedule a call or meeting, please call the office or consider using our online scheduling option for your convenience, available via our website.

  7. Voicemails and emails are monitored by staff members who are working from home, but there may be a delay in responding.

  8. While staff are fully vaccinated against COVID-19, there is no guarantee that it is risk-free to visit in-person.

  9. If you are sending anything important through the mail, please send an email or leave a voicemail so we can be on the lookout for your item.

We remain dedicated to your needs, so please reach out with any questions or concerns. Thank you for your trust! 

Where do you want to go? We'll get there, together. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Your Process

Your Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions. 

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Shared Values

Shared Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours everyday.

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Infinite Resources

Infinite Resources

Want to learn more about retirement, social security, or estate strategies? 

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Words of Wisdom

"An investment in knowledge pays the best interest."

Benjamin Franklin

Welcome to the family

Welcome to the family

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Our goals are your goals

Our goals are your goals

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.


Where do you want your financial roadmap to take you?

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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