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The firm was first established in August 1985 in Flushing, New York. The firm spent four years at the location at 163rd Street and Northern Boulevard until we outgrew that location and moved to Great Neck (East Shore Drive) for the next five years.

The firm grew slowly but steadily and soon outgrew the Great Neck facility. At this time the firm moved to Albertson, New York (Willis Avenue) for seven years. An opportunity was presented to relocate to Flushing, New York on Union Turnpike. At the location in Flushing we shared office space with a client so we could develop our personal financial planning services. After two years in Flushing, we decided to move to a store-front office in order give the firm greater visibility to the general public.

Finally we made one last move to our current location on Jericho Turnpike in New Hyde Park, New York (across from Umbertos).




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