Broker Check

Our Team

Catherine Page

Catherine Page

Sales Assistant

800-549-8619 ext 101

516-334-0272

George Karas

George Karas

Senior VP of Investments

800-549-8619 ext 110

516-334-0272

Nicholas Harrison

Nicholas Harrison

Senior VP of Investments

800-549-8619 ext 117

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.