Broker Check


New York Office

420 Madison Avenue
Suite 1202
New York, NY 10017

Phone: 212.991.8807
Fax: 212.961.6794

Monday - Friday: 9AM - 6PM

Westchester Office

470 Mamaroneck Avenue
Suite 306
White Plains, NY 10605

Phone: 914.722.9180
Fax: 212.961.6794

Monday - Friday: 9AM - 6PM

Florida Office

3275 US-1
St. Augustine, FL 32086

Phone: 904.824.8147
Fax: 904.824.6066

Monday - Friday: 9AM - 5PM

While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.

To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term? Are you presently working with a financial advisor?

Thank you!