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Our Team

Nicholas Harrison

Nicholas Harrison

Senior VP of Investments

(800) 549-8619 ext 117

(516) 334-0272

John Downey

John Downey

Senior VP of Investments

(800) 549-8619 ext 137

(516) 334-0272

Harvey Kletzkin

Harvey Kletzkin

Senior VP of Investments

(800) 549-8619 ext 107

(516) 334-0272

George Karas

George Karas

Senior VP of Investments

(800) 549-8619 ext 110

(516) 334-0272

Richard D'Andrea

Richard D'Andrea

Registered Representative

(800) 549-8619 ext 113

(516) 334-0272

Bill Wattel

Bill Wattel

Senior VP of Investments

(800) 549-8619 ext 112

(516) 334-0272

Catherine Page

Catherine Page

Sales Assistant

(800) 549-8619 ext 101

(516) 334-0272

Client Centered

Client Centered

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.

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