Inspiring Success
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.
• NYWIFT
• Run10Feed10