Broker Check


How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.


Managed Accounts

Brokerage Accounts

Mutual Funds


Fixed Annuities

Indexed Annuities

Variable Annuities

529 College Savings Plans

Traditional IRA

Roth IRA


Simple IRA

Treasury Bills

Government Securities

Treasury Notes

Financial Planning

Retirement Plans

Estate Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Money Purchasing Plans

Profit Sharing Plans


Life Insurance

Disability Income Insurance

Long-Term-Care Insurance

Health Insurance 

Auto Insurance

Homeowners Insurance

Liability Insurance

Business Owner Insurance

Commercial Insurance

*Strategies may employ an investment in annuities. Early withdrawals from these long term investments may result in surrender penalties. Withdrawal prior to age 59½ may be subject to a 10% federal tax penalty. Guarantees rates are backed by the claims paying ability of the issuer.

*Securities America and its representatives do not provide legal advice; therefore it is important to coordinate with your legal advisor regarding your specific situation.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  732-616-8663