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Investment Services


It’s easy to feel confident about your financial future when the economy and markets are good. When the situation isn’t as positive, you may be tempted to react emotionally. But those are the times when carefully reasoned decisions are the most important. We take the time to get to know you and understand your unique circumstances to create a plan to make the most of growth opportunities while addressing your risk tolerances to give you the confidence to ride out bumps in the road.


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Our Advisors specializing in Investment Services:


Robert Cepeda New York Financial Advisor Robert Cepeda Nicholas Tuck New York Financial Advisor Nick Tuck Bob Howerter New York Financial Advisor Bob Howerter
Ken Flood New York Financial Advisor Ken Flood Sandeep Patel New York Financial Advisor Sandeep Patel Roger Pikul New York Financial Advisor Roger Pikul Jr.
Tony Natrella New York Financial Advisor Tony Natrella Senta Curran New York Financial Advisor Senta Curran Bill Niederauer New York Financial Advisor Bill Niederauer


Bill Niederauer New York Financial Advisor
Dan Vobroucek



contact us today!