Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Business Succession Planning, Estate Planning, Financial Education, Risk Management Strategies, Group Benefits, Charitable Giving, Military
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
2 Teleport Drive Suite 300
Staten Island, NY 10311-1006