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Community Involvement

Not only do our advisors care about bettering themselves and their industry, but they are also passionate about giving back to the communities that have given them so much. We are very proud of our involvement in charitable and local organizations and will continue to give back as our firm grows.

Our strong sense of industry and community keep us actively involved in various professional and civic organizations, and numerous philanthropic activities. We are very proud of our involvement to make our industry and community better.

Just as addressing your financial life is about more than assets, working with our community is more than just sitting behind a desk. We love what we do because we get to interact with all kinds of families across the Forest Hills, Manhattan, and Melville communities. They have helped mold our firm into what it is today, which is why we dedicate our time to helping them succeed.

Some of the many charities we're proud to support: