about us

Our Commitment

Local residents and businesses rely on us to help secure their financial futures, but our commitment doesn't end there. We believe that in order to build long-lasting relationships with our clients, we also have to serve the local communities in which they live and work. Here's how we are making a difference in our communities.

To the Community

Our community involvement through charitable organizations and civic events is deeply important to us and our time and resources invested are additional reasons we've earned trust from so many in this area.

Disability Awareness Night (Citi Field/New York Mets)
An annual event to raise public awareness of the difficulties of people with disabilities.

Easter Seals
Easter Seals provides exceptional services, education, outreach, and advocacy so that people living with autism and other disabilities can live, learn, work and play in our communities.

Darkness Rising
Darkness Rising is a Long Island Haunted House that serves as a fundraiser for YES Community Counseling and The Anchor Camp.

SHEF (South Huntington Educational Foundation)
The South Huntington Educational Foundation (SHEF) is an independent, non-profit foundation, committed to enriching and supplementing programs for the South Huntington School District and funding projects that would not be financed by the district’s budget.

Leukemia & Lymphoma Society
The Leukemia & Lymphoma Society (LLS) objective is to cure leukemia, lymphoma, Hodgkin's disease and myeloma, and improve the quality of life of patients and their families.

American Heart Association
Whose mission is to build healthier lives, free of cardiovascular diseases and stroke.

PAN-MASS Challenge
Raising money for cancer research and treatment at Dana-Farber Cancer Institute.

St. Jude Children Research Hospital
St. Jude Children’s Research Hospitals Mission is to advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment.

Contractors for Kids
A not-for-profit corporation founded for the purpose of providing assistance to families in our communities.

Big Brothers Big Sisters of Long Island

American Cancer Society

Crohns & Colitis Foundation

To Our Clients

Our working environment is characterized by teamwork, trust and cooperation. We work together to serve you. We honor our commitments and hold ourselves and each other accountable. We support the best in each other and know we can be the best financial services organization in the area. We are determined to succeed.