Helping Our Clients Build & Preserve Wealth Across Generations

Integrated Financial Solutions, Tailored for you.

Special Needs Planning

 When caring for a person with disabilities, health issues are only the beginning of the concerns that must be acknowledged, understood and addressed. Special Needs Planning encompasses financial matters, legal issues and the future care of your loved one. Learn More about Special Need Planning!

Training Development

Whether you’re just starting out, considering a mid-career change or are an experienced producer, we offer a range of lifetime learning opportunities that meet you where you are, then take you where you want to be. Customized training and educational programs are provided throughout the different phases in your career.
The knowledge and experience that you bring are valued and we are committed to providing you with a strong foundation for professional and personal growth. Leadership opportunities are available and you are provided with numerous Continuing Education and professional development resources, including tuition reimbursement, training workshops and The Learning Center that features a multi-media library and professional skill seminars.
Our access to professional development programs fall into four main areas:

  • The Blue Chip Series
  • Career Development School
  • MassMutual University / MassMutual Academy
  • Continuing Education/Professional Advancement

In addition to these programs, we offer acess to many professional seminars, schools and resources featuring the latest in current market research and technology.


Our goal is to attract business professionals and seasoned advisors who are concerned about financial strength, the expense of being on their own and those that are looking for a career structure that supports their desire for financial independence.

6800 Jericho Turnpike
Suite 202W Syosset, NY 11791
Phone: (516) 364-4203

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org) 6800 Jericho Turnpike Suite 202W Syosset, NY 11791 (516) 364-4203. MML Investors Services, LLC does not provide tax/legal services.