50 Jericho Turnpike
Each clients individual risk tolerance and investment time horizon is measured and then integrated into their custom designed financial plan. We strive to assist you in achieving your goals and dreams on a one on one personal level.
Our client relationships are looked upon as long term and not transactional. Working with an independent broker dealer(Centaurus Financial) allows us to be totally objective when examining the investment landscape for clients. Unlike many in the financial services arena we are not bound in any way by proprietary products.