Office Manager/Sales Assistant845-791-6600
We are a full service brokerage firm committed to helping people pursue their financial goals. We offer a wide range of financial products to individuals and business owners such as stocks, taxable and tax-free bonds, mutual funds, fixed annuities, education funding, and retirement plans (IRAs, SIMPLE, SEP, and 401 K.)
Although most account holders reside in New York State, we are also licensed in AL, AZ, CA, CO, CT, DE, FL, IL, ME, MD, NC, NH, NJ, PA, RI, SC, TX, VA, VT, WV and WY. We are dedicated to developing lasting relationships with our clients.