Team At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.We can help you address:Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe also can answer your questions, including:Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Anthony Romeo 631-232-7900 631-232-7929 email@example.com Gregory Maloney Senior Vice President (631) 232-7900 (631) 232-7929 firstname.lastname@example.org www.gregorymaloney.com Read more Thomas Boerum 631-232-7900 631-232-7929 email@example.com Peter Bartone Financial Advisor (631) 232-7900 firstname.lastname@example.org Rhonda Larit 631-232-7900 631-232-7929 email@example.com Sharlene Jamison Financial Advisor 631-232-7900 631-232-7929 firstname.lastname@example.org Sharlene Jamison, financial advisor, mother of two, a business woman, and entrepreneur. She takes a leadership role in life’s endeavors. Her goal is to give insight to the reality of life, procrastination, and the unknowing that can... Read more Have a Question? Name Email Question Thank you! Oops!