Build Your Council
The roots of our practice originate in 1976. We have been proudly serving our community for over 45 years. We therefore have a vested interest in seeing our clients, many of whom are friends and family, succeed.
Our team has been helping individuals, families, and business owners for multiple generations, protect and manage their wealth through incorporation of innovative financial strategies. We have firm principles in getting to the root of areas which could use improvement, and maximizing risk protection strategies while alleviating tax consequences of building wealth.
They say life doesn't give you anything you can't handle, but that doesn't mean you have to handle it alone. It's important to make sure you have financial professionals by your side; a team who can help evaluate your needs, assess the current economic landscape, and recommend actions that will help protect your family's wealth, lifestyle, and dreams for the future.
Feel free to ask us any complimentary questions. It is our honor to serve and bring value to your life.
Build your council, and achieve financial health and freedom that lasts a lifetime and beyond!
*Neither Council Financial and Insurance Services, New York Life Insurance Company, NYLIFE Securities LLC and its affiliates nor its representatives, provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
