Experience Makes all the difference

Gerald Chasin

Managing Director - Wealth Management
Senior Institutional Consultant
Senior Retirement Plan Consultant
Visit my personal page
516-745-8964

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Registered States:
CT, FL, IL, MA, ME, MI, NJ, NY, PA, TX


Matt R. Chasin, CIMA®

Vice President - Wealth Management
Certified Investment Management Analyst (CIMA®)
Senior Institutional Consultant
Senior Retirement Plan Consultant
516-745-8962
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email




Registered States:
CA, CT, FL, IL, MA, ME, MI, NJ, NY, PA, TX


Pamela Chasin, CIMA®

Financial Advisor
Certified Investment Management Analyst (CIMA®)
Senior Institutional Consultant
Senior Retirement Plan Consultant
Visit my personal page
516-745-8810

email   Connect with me on LinkedIn




Registered States:
CA, CT, FL, IL, MA, ME, MI, NJ, NY, OH, PA, TX


Anbreen Khan

Wealth Strategy Associate
Chartered Retirement Plans Specialist (CRPS®)
516-745-8939

email




Registered States:
CT, FL, NJ, NY, OH


Jennifer Kiezel

Senior Registered Client Service Associate
516-745-1890

email




Registered States:
FL, IL, NJ, NY, PA, TX