Experience
Makes all the difference
In today's economy, good financial advice is critical. That’s why it’s important to work with a team of dedicated Financial Advisors committed to listening to you, understanding your concerns and helping make sure all aspects of your financial life are aligned. We strive to provide advice tailored to your individual circumstances and all you would like your assets to achieve.
Talk to us about how we will help you embrace your financial future with confidence.
Victoria Clark Conigliaro, CPM®
M. Hope Helfenstein, CFP®
Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Wealth Advisor
Portfolio Manager
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212-713-7816