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WHO ARE OUR CLIENTS

Since our inception, we have been serving a diverse client base. Our services and results have proven 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

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Bustling New York

Corporations

  • Small and Large Businesses

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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

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Contemporary Boardroom

Institutions

  • ​Non-Profit

  • Homeowner Associations

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