Overview

I am always looking for ways to work with other advisers and grow my business. We are a results-orientated investment firm supported by disciplined retirement planning and portfolio management strategies, based in Rockland County (20 miles North of Manhattan). As a retail-orientated, client facing firm I am keen to speak with fellow industry professionals who share the ideal goal of merging and discussing synergy with a fellow adviser in the Greater New York City area.

I am licensed financial advisor of 29 years, a regular FOX Business contributor, Hudson Valley WHUD radio host, author of seven books and Rockland County community leader.


Last Activity
6 months or more

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