Moss Kaufman
President CFP®, EA, CLTC
631-366-1728
Moss Kaufman has spent his entire career in the financial services industry. He spent just over a year as a banking trainee before spending 5 years as an insurance agent, agency manager and then as an independent broker. Moss has an...
Debra Hughes
Director of Operations
631-366-1728
Debra has worked in the Financial Service Industry for 31 years as a Life & Health Agent as well as a human resources director. She was the Human Resources Director for Sun America, AIG, and Astre Planning Associates. Debra has...
Steven Brown
Sales Assistant
631-366-1728
Steve has worked in the Financial Services industry for over 40 years, 24 years as a Financial Advisor. In addition, he was the Assistant Area Manager for Brooklyn and Staten Island while at Chase Investment Services. He was a top...
Lorraine Romanello
Sales Assistant
631-366-1728
Lorraine (Lorrie) has worked in Financial Services for over 35 years, with Neuberger Berman Management, TIAA, and New York Life. She is experienced in tax preparation, mutual fund operations, insurance,...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.