Our Services

Serving the entire  Bronx, NY, For Financial Planning and Insurance

We as advisors develop a customized financial program.  We will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate planning strategies to suit your vision and objectives. We will craft a personalized process and customize strategy through the following products and services:


LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.​

LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.