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Upcoming Events

Retirement Planning Seminars (Tier 2 Focus)

March 20th, 2024.

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Client Appreciation Events

College Basketball March 28th, 2024.

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Merrick

Merrick

1840 Merrick Ave.
Merrick, NY 11566 


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White Plains

White Plains

By Appointment Only

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Suffern

Suffern

By Appointment Only 

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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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