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A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years’ Worth of Days
Merrick

Merrick

1840 Merrick Ave.
Merrick, NY 11566 


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White Plains

White Plains

50 Main Street
10th Floor Suite 1000
White Plains, NY 10606

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Suffern

Suffern

400 Rella Blvd.
Suite 165
Suffern,  NY 10901

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Who We Serve

Who We Serve

Our team approach offers a range of services to provide more benefits to our clients.

Who We Serve
Our Services

Our Services

Our Services provide a wide variety of investment strategies specifically designed to meet our clients needs. 

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"Providing Specialized Financial Planning For Law Enforcement Professionals. Clarity - Confidence - Comfort

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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.