WHO ARE OUR CLIENTS

Since our inception we have been serving a diversified client base. Our services and results have proved equally valuable regardless of account size; whether it be a $100,000 account or a $50,000,000 account.

Installation Power Buggy Rental

Unions

  • Taft-Hartley Pension Plans

  • Annuity and 401k Plans

  • Health & Welfare Benefit Plans

  • General Funds

Family in the Kitchen

Individuals

  • Personal & Joint

  • High Net Worth Individuals

  • Family Offices

Bustling New York

Corporations

  • Small and Large Businesses

Checking Text on a Document

Trusts

  • Trust Assets

    • Personal Trust

    • Revocable/Irrevocable Trusts​

    • Living Trusts

    • Charitable Trusts

Bill

Retirement Plans

  • IRAs, Roth IRAs, Rollover IRAs

  • 401ks

  • Profit-Sharing Plans, Defined Benefit Plans, Defined Contribution Plans

Contemporary Boardroom

Institutions

  • ​Non-Profit

  • Homeowner Associations