Our Firm

THE CERTIFIED FINANCIAL
PLANNING FIRM OF CHOICE

Mark Vaimberg, CFP^® Experienced in small business and corporate benefits and retirement strategies and individual financial planning. Since 1986, the firm has built a reputation in the New York metropolitan area for thoughtful financial strategies, short- and long-term planning, and stellar personal service. We provide the attention and customer care that is so rare these days, combined with the deep experience that is so important in sound financial planning.

For a free goal-setting consultation, get in touch.

One or more individuals are securities licensed through Investacorp, Inc., a registered broker dealer, member FINRA, SIPC. One or more associates are advisory licensed through Investacorp Advisory Services, Inc. a SEC registered investment advisory firm. For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up, individual responses, until after the associate obtains the appropriate registration in the applicable state. FINRA's homepage, www.finra.org and Securities Investor Protection Corporation's homepage, www.sipc.org. Linked sites are strictly provided as a courtesy. Investacorp, Inc. and its affiliates, do not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Investacorp, Inc. and its affiliates.

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