Associates

 
  • Serge R. Pinard, CFP® <br>Managing Partner

    Serge R. Pinard, CFP®
    Managing Partner

    Woodbury,NY
  • Gregory P. Alerte, CFP®<br>Managing Partner

    Gregory P. Alerte, CFP®
    Managing Partner

    Woodbury,NY
  • Meet Our Advanced Planning &<br> Support Team

    Meet Our Advanced Planning &
    Support Team