John Patsy, CFP®, RICP®, CLTC®

900 Route 111, Suite 280
Hauppauge, NY 11788

Phone: 631-350-7024
Fax: 631-350-7027





Welcome to our web site where you'll find information about how our firm can help you plan for your financial future.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this web site to help you gain a better understanding of the financial concepts behind:

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you easy access to current market and economic commentary as well as informative articles about various financial planning topics. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

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