We Support Our Community.
In addition to helping our clients address their financial concerns so they may focus on what matters most, there are three great joys in our business:
Giving Back. Engaging. Making a Difference.
We are proud to support the following organizations:
• Parent Teacher Association, PS11, Public School in Chelsea, Manhattan
• United Cerebral Palsy Research and Education Foundation
• Best Buddies International
• Exalt Youth
• Pan-Mass Challenge to Benefit Dana Farber
• Multiple Sclerosis New York City
• Buzzards Bay Coalition
• Habitat for Humanity
• Financial Planning Association of New York
• Certified Financial Planner Board of Standards, Inc.