Securities and Advisory Services Offered through Prospera Financial Services, Member FINRA/SIPC.

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We are licensed in AL, AZ, CA, CO, CT, DE, FL, IL, MA, ME, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA, VT and WY.

Founded in 1982, Prospera Financial Services offers the flexibility and resources only found at some of the nation’s largest broker-dealers.  Headquartered in Dallas, TX, Prospera was named Broker-Dealer of the Year by Investment Advisor Magazine in 2009, 2010 2012, 2014, 2015, 2018, and 2019.  The firm supports Independent Financial Advisors nationwide.  The annual Broker-Dealer of the Year award is based on voting in 15 different categories. The broker-dealer receiving the highest average rating from its voting representatives wins Broker-Dealer of the Year in its division.

The information contained on this website is for general use, and while we believe all information to be reliable and accurate, it is important to remember individual situations may be entirely different. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us or the purchase or sale of any securities.

196 Bridgeville Road
Monticello, NY 12701
United States

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(845) 791-6603
Company Description
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.