Building Relationships

Our lines of communications are always open, and we believe this is vital to providing premier service to our clients.

  • Our commitment is to provide you and your family with exceptional retirement services based upon the highest standards and principles.


  • With many years of experience in accounting and investment services, we are prepared to help our clients with a broad range of financial needs.


  • Through his affiliation with United Planners Michael offers a full range of investment services including but not limited to IRA’s, Roth IRA’s, mutual funds, individual stocks, and professionally managed money accounts. Michael also offers permanent and term life insurance, long term care and NYS Partnership for long term care insurance, and property and casualty insurance.