Personal Financial Advisors

Specialties

We take pride in helping people make smart choices with their money. During our no cost, no obligation Financial Roadmapping, we sit down with you to create a customized financial plan to help achieve your financial goals. If you’re in need of a financial advisor that cares about the life you want to live then call us today to schedule an appointment.

Meet the Business Owner

David S.

Business Owner

Graduated from The State University of New York at Albany in 1987 with a BS in Mathematics. Began Financial Services Career in 1992 with The Equitable as a Registered Representative. I help people make smart choices about their money using a process called Values Based Financial Planning®. Together we create a Financial Roadmap® based on the things most important to you, your financial goals, and where you are today financially (the status of your bank accounts, investments, liabilities, and insurance coverages). This enables me to create a customized financial plan that will give you a higher probability of achieving your financial goals, so you can live the life you want to live.