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Financial Services Professional
CA Insurance Lic. #4047106

460 Temple Hill Rd
New Windsor, NY 12553
  • 845.202.9722

Since the Coronavirus pandemic our team has moved almost entirely to virtual operations, using a videoconference platform. We can also hold personal meetings, under strict health protocols, at our office location in New Windsor, or at client premises that meet certain conditions. We work mainly with clients throughout the Hudson Valley from New York City to Albany, as well as in Alabama, California, Connecticut, Indiana, Massachusetts, New Jersey, Pennsylvania, Vermont, and Washington.

Please call, or click Contact Us, to schedule an appointment or send us a message.