52 Forest Avenue
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
To Richard, it’s all about the vision. He simulates his passion for photography into his work with his clients; he takes perspective of their futures through a wide-angle lens. Richard works with individuals and business owners who are motivated to ensure the future success of those whom they love. It is through Richard’s experience of being in the financial industry for over 40 years that he, along with his team of professionals, can motivate his clients to act on a positive financial path. He emphasizes the fact that financial decisions are made for protection of the future and it is important to work with strategies that do just that. Richard prides himself in his ability to communicate difficult concepts to his clients.
Anyone who knows Richard knows that he is geographically inclined. He has a unique ability of providing directions for almost any location, even to places that he has never been. It is through that same quality of mindfulness and careful analysis, along with his ability to truly listen to what people are saying, that Richard can help his clients create their own written financial path towards an optimal destination for their futures.
Richard is a member of the AALU, NAIFA, and MDRT. He and his wife, Millie, are lifelong residents of Westchester County, NY where they raised their two children. Along with photography, Richard’s hobbies include sailing, cooking and traveling.
Richard’s accomplishments include
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.