Our Firm

Our team is dedicated to helping your family.


 "You're in good company. We build relationships to help individuals and businesses lead happier, healthier and more financially productive lives. Our success is based on our long history of social responsibility, strong leadership, and innovative products and services.

I am proud to be a part of this great tradition and we are committed to delivering superior service and look forward to working for you."

~ Joe Parisi

Joe Parisi                                Lisa Casazza
Financial Services                       
Client Services Representative
Representative                           (516) 686-7163
Financial Advisor 

Special Care Planner
(516) 686-7280