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