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. Find a Financial Advisor Anthony Romeo Gregory Maloney Peter Bartone Rhonda Larit Sharlene Jamison Thomas Boerum Anthony Romeo President 631-232-7900 631-232-7929 firstname.lastname@example.org Gregory Maloney Senior Vice President (631) 232-7900 email@example.com Thomas Boerum Vice President 631-232-7900 631-232-7929 firstname.lastname@example.org Peter Bartone Financial Advisor (631) 232-7900 email@example.com Rhonda Larit Office Manager 631-232-7900 631-232-7929 firstname.lastname@example.org Sharlene Jamison Financial Advisor 631-232-7900 631-232-7929 email@example.com Have a Question? Name Email Address Question Thank you! Oops!