“You can have excuses or you can have success;

you can't have both.

 

-Jen Sincero

OUR PHILOSOPHY

We are a dedicated and experienced financial team, with strong foundations in client services and in-depth market knowledge to help pursue your financial dreams.

SERVICES WE OFFER

Alone we can do so little,

together we can do so much.

INVESTMENT & WEALTH STRATEGIES

EDUCATION FUNDING

LIFE, DISABILITY & LONG TERM CARE INSURANCE

LEGACY & GENERATIONAL 

PLANNING

CONTACT US

350 Old Country Rd; Suite 101
Garden City, NY 11530

P: 516-539-1681

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, HI, MA, MD, ME, MO, NC, NH, NJ, NY, PA, SC, VA, VT.

©2019 BY PLAN 4, INC.