Broker Check

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Our Team

Lisa Scolaro

Lisa Scolaro

Client Service Specialist & Executive Assistant to the President

(845) 942-8578

Melissa Harm

Melissa Harm

Client Service Specialist, New Client Engagement

(845) 942-8578

Kate Jacobs

Kate Jacobs

Investment Advisor Representative

845-942-8578

Have a Question?

Thank you!
Oops!