1400 Old Country Road
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Financial Advisor | Wealth Manager
(516) 338-4888 x120
Katherine has been in the financial services field since 2008 beginning with a wall street asset management company. In 2013 through devastating personal loss Katherine decided it was time to take her skills and implement them for better use. Since 2013 Katherine has focused on the education behind financial planning, utilizing tools and techniques to create a positive experience throughout the entire financial planning process. She is a person that believes in “Never waste the day”, whether it’s with her client interactions, through the love of travel or personal and professional development; all should be approached with the same vigor and intensity to achieve the most positive of outcomes. Give her your reasons “why” and she will tell you hers all the same.
Client Service Representative, Licensed Sales Assistant
(516) 338-4888 x102
Carli is a licensed sales assistant at Cetera, with over seven years of experience working in sales support. She’ll be graduating with a degree in Business Administration from University of Maryland. Carli’s favorite part about being a sales assistant is building valuable relationships with clients and making sure they are comfortable with all steps of the investment process. Carli lives in Queens, NY and loves reading and writing in her free time.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.