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410 Motor Pkwy, 2nd Floor, Hauppauge, NY 11788
631-582-6400

Client Programs

Fire, EMS, Police

Recognizing first responders who go above and beyond their duty through community service, volunteering, and mentoring!

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K-12 Educators 

Recognizing K-12 educators and school employees making a significant difference in students' lives by exemplifying excellence, positive influence, and leadership!

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College Tuition Rewards

Accumulate up to one year of full tuition paid! 

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Working with a Financial Professional

Working with a financial professional can be one of the most important decisions you make. Check out this helpful guide to learn exactly why this may be your next best move.

Find A Team Member

  • Adam Stern
  • Aimee Smith
  • Al Schefer
  • Alex Zourides
  • Angelo Buonomo
  • Arnoldo (Ed) Ramirez
  • Bill Richardson
  • Brian Buglino
  • Brian Byrne
  • Christopher Vargas
  • Cole Fleming
  • Daniyal Nadeem
  • David D'Auria
  • David Critelli
  • David Galarza
  • David J. Jensen
  • David L. Hull ChFC®, CLU®
  • Debra Hopper
  • Dianne Dittmar
  • Dominica Famiglietti
  • Don Bruce
  • Ed Murphy
  • Ed McNamara
  • Ed Kotak
  • Gail Clark
  • Gary Liskow
  • Howard A Mascoe Jr
  • Jack Falzone
  • James Riley
  • Janet F. Lauricella
  • John Coleman, MBA
  • Joseph Tavernite, CLF®
  • Karlyn Grasso
  • Kevin Givens
  • Marina Levitin
  • Matt McCabe
  • Michael J. Rugen
  • Nicholas Marchelos
  • Nicole Basile
  • Nicole Ross
  • Peter Mamais
  • Rhonda Schwartz
  • Richard Hyams
  • Richard Linden
  • Richard Rokosz
  • Robert McIntosh
  • Ronald Housley
  • Sam Maruca
  • Sanford J. Cohen
  • Sarwar Khan
  • Shawn Owen
  • Sofia Haas
  • Stephanie Garcia
  • Steven Eisner, CLF®
  • Syed T. Rizvi
  • Thomas Graham 
  • Will Girasole
  • Xavier Moore
  • Zhamagne Obsid

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

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Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

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9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.