CONNECT

Address:

994 Main Street
Peekskill, NY 10566

Phone:

Individuals & Families

Today's Plan for Tomorrow's Dreams!

Investment Services

 

 

 

 

 

  • College Savings 529
  • Bonds
  • Roth IRA
  • Brokerage Accounts
  • Variable Annuities
  • CD's
  • Simple IRA
  • Common Stock
  • Mutual Funds
  • Managed Accoutns
  • Traditional IRA
  • Fixed Annuities
  • SEP IRA

FInancial Planning

 

 

 

 

 

  • Retirement Plans
  • Survivorship Plans
  • Gift Planning
  • Wealth Management
  • Tax Planning
  • Estate Plans
  • Budgeting

Insurance

 

 

 

 

 

  • Disability Income
  • Life Insurance
  • Long-term Care
  • Term Insurance
  • Universal Life
  • Whole Life