Broker Check

Jericho Office

500 North Broadway

Suite 251
Jericho, NY 11753

Our Guarantee

  • We guarantee a professional and courteous demeanor during client interactions

  • We guarantee timely responses to client questions and inquiries

  • We guarantee ongoing review of client accounts and their life events

  • We guarantee recommendations are based upon a plan designed to help you achieve your specific life goals

  • We guarantee confidentiality in all client matters

  • We guarantee our FSFS process will provide guidance, education and expertise on all financial planning issues

  • We guarantee our actions and recommendations should always reflect the client's best interest as the priority

  • We guarantee prompt execution of all trades, orders, applications and service requests