We are a father and son team with over 60 years of experience. Sid has been with Morgan Stanley* since 1960 and services some of the same clients today as he did when he began in the business. Michael has distinguished himself as a former Big 4 CPA, ChFC and a Certified Financial Planner Professional. In a field of over 1 million financial planners we are a team of only a handful that has this length of experience and holds such varied licenses and designations. We also understand the importance of family, and treat our clients with the respect and attention that a family member deserves. We are proud of the business that we have created. Our clients know and count on us for our honesty, excellence and results. To discuss your unique tax and financial situation, and how we can help you reach your goals, please contact us to arrange a discovery meeting.
As a CERTIFIED FINANCIAL PLANNER practitioner, I will review your whole financial picture to educate you on the best decisions for you and your family to help you achieve your goals within your risk tolerance while providing a high quality of service. To learn more, email me.
A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, call or email us to see how we can help you make informed decisions.
Get to know our team better. Read our Team Brochure. Just click on the Newsletters & Brochures link on the left-hand side to access it. We hope you will enjoy getting to know us better.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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