College Financial Aid

We have been working with individuals and businesses in the Long Island area since 1999.

Each of our representatives has extensive personal and professional experience.

We hold various professional designations and are licensed to sell multiple investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in managing your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We look forward to using our experience to help you pursue your financial goals.

In preparation for your consultation, please use the following forms to gather the necessary information to help us serve you better. 

Click here for our Consultation Checklist.