Cindy Grauer
Managing Partner & Financial Advisor
Corporate Headquarters- Port Jefferson, Naples, Garden City, Toms River
Garrett Taylor, CRPC®
Managing Partner & Financial Advisor
Corporate Headquarters- Port Jefferson, Garden City, Toms River
Jeffrey M. Coffey, CFP®
Senior Vice President & Financial Advisor
Garden City, Corporate Headquarters
Todd A. Hynes, CFP®
Director of Risk Management
Garden City, Corporate Headquarters- Port Jefferson
Shiraz Zaidi
Financial Advisor
Corporate Headquarters- Port Jefferson, Garden City, Toms River
David J. Mammina, CFP®, MBA, CRPC®
Financial Advisor & Financial Planner
Corporate Headquarters- Port Jefferson, Toms River, Garden City
Stephen Mincone
Financial Advisor
Corporate Headquarters- Port Jefferson, Toms River, Garden City
631-473-1888
Stephanie Barresi
Senior Client Service Specialist
Corporate Headquarters- Port Jefferson
James Havell
Client Service Specialist
Corporate Headquarters- Port Jefferson
Madge Hall
Client Service Specialist
Garden City
Saranto Calamas, CPA
Certified Public Accountant
Corporate Headquarters- Port Jefferson
