Jim Montalto

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

516-733-2002
Email |

James Weil, AIF®, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

516-733-2001
Email |

Robert Bird, CFP®

Financial Advisor

516-733-2024
Email | |

Rosemarie Aragoncillo, AAMS®

Associate, Business Senior

516-733-2026
Email |

Matthew Serrano

Matthew Serrano, APP

Registered Client Associate

516-733-2003

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