Experience Makes all the difference

Serving as advisors for individuals and institutions, we design, implement and manage financial strategies to achieve their short and long-range goals.

We serve as financial 'architects' for our clients, working together to translate their most important business and life goals into financial action plans.

Our motto is "focusing on what matters"

Our commitment is to be the first call our clients should make.

Charles Crystal, CFP®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Senior Portfolio Manager
Retirement Plan Consultant
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516-745-8812

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Registered States:
AZ, CA, CO, CT, FL, IA, IL, IN, MA, MD, ME, MI, NC, NH, NJ, NV, NY, PA, TN, VA, VT, WA

Christine Finocchio

Financial Advisor
Chartered Retirement Plans Specialist (CRPS®)
516-745-8814

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Registered States:
AZ, CA, CO, CT, FL, IA, IL, IN, MA, MD, ME, MI, NC, NJ, NV, NY, PA, TN, VA, VT, WA

Maria Concilio, CFP®

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
516-745-8883

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Registered States:
AZ, CA, CO, CT, FL, IA, IL, IN, LA, MA, MD, ME, MI, NJ, NV, NY, PA, VA, WA

Patricia Ann Alcamo

Client Service Associate
516-745-8994

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