Kevin Mulqueen, New Windsor, NY

We passionately pursue excellence in service.

Helping you develop a
plan for your money that...

Allows you to
sleep well at night

Insulates you from
cocktail party chatter

And prepares you for a
lifetime of Saturdays

Since 1979, we’ve been helping clients solve their financial problems and protect their futures through a variety of creative financial strategies. We’re passionate about ongoing education and keeping our clients informed about every opportunity they have to grow, manage, and protect their money. Simply put, we provide our clients with peace of mind from knowing they’re doing all the right things to enjoy what they have now while protecting their future.