Retirement Income Specialists Team

Financial Services Professionals

Domicile State: NY
R.I.S. Team Members

My team is dedicated to making sure that each of our clients receives the personalized attention that they deserve.  My back-office operations, paraplanners, investment research, and underwriting associated all contribute to the RIS Team.  They are responsible for keeping your records and reports organized and easily accessible, supporting our advisors in the development of your plan, and ensuring that your strategies are well-executed over time.

Phone 646.867.8319
Fax 646.666.3083