Experience Makes all the difference
Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.
Gary Zahakos, CFP®, CIMA®, CEPA®
Emmanuel A. "Manny" Curling, CRPC®, CEPA®
Andrew S. Halpern, CFP®, CEPA®
Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Portfolio Management Program Financial Advisor
Certified Exit Planning Advisor (CEPA®)
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212-713-2807
John Henry Hug, CRPC®
Financial Advisor
Corporate Stock Benefit Consultant
Portfolio Manager
Chartered Retirement Planning Counselor (CRPC®)
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212-713-4371