About Us

Our team is committed to helping protect and grow the wealth of our clients and their families, and to providing them with the freedom and peace of mind that comes from knowing they are financially secure. We accomplish this by integrating the many complexities found in our clients’ worlds into a dynamic, solutions-driven strategy, designed to achieve their individual goals. Our team develops and provides tax-efficient strategies for wealth management, asset protection, retirement planning, business succession planning, insurance and estate planning, as well as education funding. Leveraging extensive industry experience in a rapidly evolving environment, we help define our clients’ short and long term financial goals employing a comprehensive,
relationship-focused approach.

A team of highly dedicated investment professionals, we bring a unique insight to planning the long-term financial success of each and every client.

*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

Products & Services

Our team will provide you with comprehensive strategies for all your financial needs:

• Wealth Management Services
• Estate Conservation Strategies
• Income and Asset Protection (including Life, Health, Disability Income & Long Term Care Insurance)
• Retirement and Distribution Planning (including IRAs, IRA Rollovers, Pensions, and Annuities)
• Comprehensive Financial Planning
• Alternative Investments

Brokerage Products and Services
General Securities (including Mutual Funds, Stocks, Bonds, ETFs, and REITs)
Education Funding Strategies
Business Needs (including Buy-Sell Agreement Funding and Key Person Insurance)
Business Retirement (including Defined Contribution Plans, 401(k) and Defined Benefit Plans)
Deferred Compensation Plans
Group Benefits (including Group Life, Health, Long Term Care and Dental Plans)

Our Team

Support Team

Mena Ricciardi

Executive Assistant

Linda Wong

Agency Supervisor Officer

Alyson Cohen

Associate Marketing Manager

Contact Us

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Main Office
420 Lexington Ave, 25th Floor Suite 2510
New York, NY 10172
(212) 578-0300

Melville Office
324 South Service Road, Suite 119
Melville, NY 11747
(631) 238-7413