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5 International Dr
Ste 100
Rye Brook, NY 10573-1058
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Office: 914-275-4500
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Steve D Randall, CLU®, ChFC®

Take the first step

Are you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives?

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Associates

Our financial representatives have an incredible opportunity to positively impact people’s lives - the lives of their clients, their families and those in their communities. They take this responsibility seriously and so do we. We provide them with the training and support they need to ensure their success, but we know it is their productive work ethic, strong relationship skills and professionalism that make them extraordinary.

 

Christian Arcuri

Financial Representative

 

Paul Bugbee, CLU®, ChFC®

Financial Advisor

 

Christopher Calipa

Financial Representative

 

Nick Carlucci, CLU®, ChFC®

Financial Advisor

 

Robert J Davis, CLU®, ChFC®

Financial Advisor

 

Rick Flowers, CLU®, ChFC®

Managing Director

 

Karl Forsman

Financial Representative

 

Brian Harpur

Financial Representative

 

Robert Latkany, CLU®

Investment Specialist

 

Al Merone

Financial Representative

 

Michael K Rosenman, CLU®, CLTC

Financial Advisor

 

Matthew Russoman

Financial Representative

 

Harry Shipman, CLU®, ChFC®

Financial Representative

 

Daniel Stein

Financial Representative

 

Loretta Vasquez

Financial Representative