Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Robert J. Garofallou CHC
President
631-721-0109
Bob brings over 40 years of experience in the financial services industry as a Financial Planner, Tax Practitioner, and Employee Benefits Consultant. He is a member of the National Society of Tax Professionals.
Additionally, Bob is the past President of A Mother's Kiss a not for profit organization dedicated to the families of childhood cancer patients in the New York and Long Island areas.
Bob enjoys golf (although it doesn’t always enjoy him), traveling, and spending time with good friends and family.
Responsibilities
Bob’s responsibility is to coordinate the activities of our highly trained associates and business partners. Each member of our team is experienced in the various disciplines associated with effective financial planning.
In addition, Bob has received advanced training in Retirement Planning, Investment Designs, and Taxation issues for individuals and small companies.
Nicholas Garofallou
Tax Professional
631-721-0109
Nick has been associated with the firm for over 15 years. He maintains a degree in accounting and has gained significant experience working with Individual, Corporate, Partnership, and Estates & Trust clients.
He has received advanced education in the areas of personal finance and taxation.
Nick also contributes strongly to the research and development areas of our Financial Planning practice.
Susan Hickey
Tax Professional
631-721-0109
Susan brings decades of experience and knowledge to our firm and is a valuable asset. Susan came to the firm many years ago from the IRS where she served in many supervisory capacities.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.