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Helping Our Clients Build & Preserve Wealth Across Generations

Integrated Financial Solutions, Tailored for you.

Special Needs Planning

 When caring for a person with disabilities, health issues are only the beginning of the concerns that must be acknowledged, understood and addressed. Special Needs Planning encompasses financial matters, legal issues and the future care of your loved one. Learn More about Special Need Planning!

Career Changer

We nurture exceptional professionals.

As a guiding mentor, we’re there for you at each step of your development, showing you new and innovative approaches to learning.
We understand that education, training and development are vital to success. We offer programs designed to help you stay ahead throughout your career.
If you’re new to the industry, we offer:

  • Career development schools
  • Weekly podcasts
  • Local weekly training
  • In-house technology support
  • Training workshops and seminars
  • Assistance obtaining licenses
  • Mentoring programs
  • Continuing education discounts
  • Marketing support

Contact Us

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Our goal is to attract business professionals and seasoned advisors who are concerned about financial strength, the expense of being on their own and those that are looking for a career structure that supports their desire for financial independence.

6800 Jericho Turnpike Suite 202W Syosset, NY 11791 Phone: (516) 364-4203

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org) 6800 Jericho Turnpike Suite 202W Syosset, NY 11791 (516) 364-4203. MML Investors Services, LLC does not provide tax/legal services.

CRN201412-167568