CONNECT

Address:

994 Main Street
Peekskill, NY 10566

Phone:

Products & Services

We provide assistance in the following areas: 

Investment Services

  • Bonds
  • Common Stock
  • Educational IRA
  • Mutual Funds
  • Managed Accounts
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Fixed Annuities
  • CD's

     

Financial Planning

  • Retirement Plans
  • Tax Planning 
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Business Succession Planning
  • Investment Management Accounts

     

Insurance

  • Disablility Income
  • Life Insurance
  • Long Term Care
  • Term Insurance
  • Universal Life
  • Whole Life

* Financial planning offered through private Advisor Group, a registered investment advisor