I am a financial advisor in East Hampton and service the Long Island metro area. I believe that good financial decisions don't have to be confusing. I can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.
Today's investment climate offers unprecedented opportunities. At Janney, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
• A clear understanding of their financial goals
• A well-defined roadmap for achieving those goals
• Ongoing advice to help adjust their roadmap when their needs change
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.