CONNECT

Address:

500 N Broadway Suite 260
Jericho, NY 11753

Phone:

(516) 932-5130, Toll free: (866) 932-5130

Fax/Other:

(516) 932-7706

Associates

 

Advisor

  • Lee Rosenberg, CFP®

    President

  • Barbara Magor Deel, CFP®, ChFC, MBA

    Vice President, Financial Planning

  • Steven Hoffman, CFP®

    Vice President, Investment Services

  • Brian Amato

    Senior Investment Advisor

  • John L'Abbate, CFP®

    Director of Tax Planning

  • Brett Goldstein

    Director, Retirement Planning

  • Michael Capaldo

    Director, Employee Benefits Consulting

  • Craig Bergen

    Manager, Tax and Financial Planning

Registered Investment Advisory

  • Jessica Bach

    Wealth Management Services

Support Staff

  • Lorraine Basile

    Client Reporting

  • Danette Gramegna

    Client Services

  • Karen Hurlbert

    Client Services

  • Marguerite Maldari

    Manager, Client Services

  • Sarah McCarthy

    Receptionist

  • Nicola Nugent

    Office Manager

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Check the background of this financial professional on FINRA's BrokerCheck