Advisor-Alan

    Alan Brachfeld

    CPA, CFP®, PFS, AIF®
    Partner

    Advisor-Richard

    Richard Kass

    CFP®, AIF®
    Partner

    Advisor-Michael

    Michael Kessler

    CFP®, AIF®
    Partner

    Advisor-Jacob

    Jacob Miller

    Senior Vice President

    Advisor-Nancy

    Nancy Curtin

    CFP®, CLTC®
    Senior Wealth Advisor

    Advisor-Jeffrey

    Jeffrey Feinstein

    Principal

    Advisor-Jeffrey

    Jordan Cohen

    CFP®
    Financial Advisor