Our Qualifications

Brian A. King, the firm's principal, holds the national Certified Financial Planner (CFP®) designation, as well as the requisite licenses to sell a variety of insurance and investment products in New York and other states. 

For over 20 years, Mr. King has been working with individuals and businesses. Here are some of the other many benefits to working with us:

The high level of service that you will receive from Mr. King. 

His commitment to each and every one of his clients.

A customized plan designed to respond to your personal needs and goals. 

Mr. King looks forward to using his expertise to help you pursue your financial goals.