Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.


(718) 980-3737
243 Main Street
Staten Island, NY 10307

Click Here To Download Our App



College Financial Aid Planning

February 6, 2017

5:30p - 6:54p Eastern Standard Time

53 Street Branch New York Public Library

Planning to fund college expenses can be daunting. From choosing a college to completing forms, it can all see overwhelming. Allan Katz, CFP lends insight into how the system works and what you need to know.


Estate Planning Basics

February 21, 2017

2:00p - 3:00p Eastern Standard Time

South Shore Bar & Grill

Have you put together a plan to leave a legacy to your family or handle your long term care needs? Meet Allan Katz, CFP and Mark Gallo who will detail important facts that you need to know.

Event Registration

Thank you!

Error processing your request. Please try again at a later time.