|
+1 347-273-1243
|
|
| 1110 S Ave Ste 25, Staten Island, NY, 10314 | |
|
1.8 miRichmond Ave & Richmond Hill Rd
|
|
Activate map
Specialties
We are a full service financial firm that customizes clients portfolios to their needs. We deal with all types of accounts Trust accounts, Transfer of death accounts, Individual, Joint, Ira’s, Custodial, ECT… We specialize in meeting clients objectives.
Meet the Business Owner
James D.
Business Owner
I am a self employed financial consultant with 17 years as a licensed professional, Prior to being licensed I worked on the floor of the commodities exchange for 6 years, so combined experience of 24 years.
