With a professional staff of Certified Financial Planners® and CPA’s, we offer clients a unique combination of tax and financial planning services. Our relaxed, approachable style makes it easy for clients to discuss their issues and to use us as a resource to address their financial concerns.
Whether they need help making a single decision or are confronting a major situation, clients get objective and competent advice. They can trust that the advice they get will not lead to commissions or hidden fees for the advisor.
Our services are in three broad areas: Investment Management, Financial Planning and Tax Planning. We feel it is important that people have the opportunity to get the professional advice they need so we offer these as stand alone services or as a menu that the client can pick from. We will not turn away someone with a “simple” issue or a “small” account if the person can benefit from our help. Also, we will not accept a client with a large account or complex issues unless we are convinced we can provide them with true value. Our clients include people of all ages – retirees and active workers in many different occupations. We serve clients throughout Westchester, Putnam and Fairfield counties. We are centrally located on Main Street in Mount Kisco.