Tel: (800) 554-5311
132 Maple St, 2nd Fl, Croton On Hudson, NY 10520
Every individual, every family, every business, every estate situation, is unique. Accordingly, we do not take a cookie-cutter approach or offer model portfolios. Since each situation and prospective client has their own needs, aspirations, and goals, we start by listening. This is absolutely paramount.
Then, getting down to the nuts and bolts of financial counseling and investment management, here are some of our questions as regards your financial goals.
By reflecting on these sort of questions people frequently have a change of perspective on their financial situation and obligations. This allows us to build plans and portfolios custom designed for the individual, family or business. We welcome your contacting us for a further discussion!