Investments
Investment Advice
Second Opinion
With our vast amount of experience we can provide an independent analysis as to the risk associated with your proposed investment as well as provide a structure as to maximize income, estate and gift tax objectives.
Cash Flow Investments
Meeting Current & Future Goals
We have been active in real estate investing for decades and know the NYC residential, local shopping center and the multifamily markets. Our objective is low risk real restate investments that produce dividends paid quarterly with conservative investment vehicles.
Investment Goals
Are Your Goals Being Met?
Whether it is preparation for life's emergencies as well as children's education or your retirement, you need to continuously evaluate your investments to meet your shifting goals. We provide independent advice not tied to your broker’s commissions conflict.