Referrals

 

We almost exclusively work by referral with 4 specific groups

 

 

 

  • Small businesses on Long Island that are growing
  • Auto Dealerships
  • Unions & Organizations
  • Clients of other financial professionals

 

We simply look to meet with the people that oversee these groups and explain

 

 

 

  • Who we are
  • What we do
  • How we do it
  • See if we're a good fit to work together

If you would like to make an introduction click here

If you would like to set up a workshop for a group click here

See the "Getting Started" page for a detailed outline

 

Process

Getting Started

Our T.E.A.M.

642ADVISING

Technology

Individual Services

Group Services

B.O.S.S.

Referrals

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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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