Marc B Eisenshtat
Wealth Management Advisor
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Marc B Eisenshtat
Wealth Management Advisor
For many of my clients, finding someone they could trust and confide in was of utmost importance. I built my Financial Planning practice, here on Long Island, with the guiding principle of integrity. The success we've had is a direct result of doing the right thing, no matter what. Please call today for an informal, no obligation discussion.
Ryan M Blatt
Director of Operations and Client Service
Kim M Welsh
Office Manager