CONNECT

Address:

3505 Hill Blvd.
Suite J
Yorktown Heights, NY 10598

Phone:

914-352-6600

Fax/Other:

914-352-6601

Our Associates

 
  • Joseph P. Lucia, RFC

    President, Financial Planner, & Wealth Manager

  • Satish Mehta, CFM

    Wealth Manager

  • Jianisse Moeslinger

    Client Service Manager

  • Joan Pascocello

    Client Service Speiclaist

  • Rita Sloan

    Compliance Consultant

  • John Sloan

    Financial Planner/Social Security Specialist

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Check the background of this financial professional on FINRA's BrokerCheck