775 Park Avenue, Suite 235, Huntington, NY 11743
We serve individuals and businesses in all areas of financial management.
The financial management process with Gary J. Delorenzo, CFPTM, MSFS begins with an in depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
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