We would be delighted to answer any inquiry you might have about your finances – just use the form below or call, text, or email. We’re available every day of the week, 7:00-19:00 to take your call.
In partnership with the Leukemia & Lymphoma Society, my wealth and financial advisory firm, Pi Capital Management, will be making an impact on blood cancer research by donating 10 times 𝝅 (or $31.41) for every NEW consultation in the months of October and November.
This consultation is FREE, so you will be taking steps to achieve financial health for your family while helping fund cancer research at no cost to yourself. It’s a WIN WIN. During the consultation we will listen as you explain your needs, dreams and fears. Then, we’ll create a personalized plan that will help you reach your financial goals. This can be done over the phone or in person.
Do you want to sign up to save lives?
Free Coffee Consultation
Serving The Greater New York Area Since 2014
92 South Central Avenue, Suite 204
Hartsdale, NY 10530