Sean P. Franklin, RICP®
Managing Partner
Phone: 929-427-0347
Fax: 646-798-3609
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff cares deeply about making your dreams a reality.
Managing Partner
Phone: 929-427-0347
Fax: 646-798-3609
Wealth Advisor
Phone: 929-427-0347
Fax: 646-798-3609
Director of Operations
Phone: 929-427-0347
Fax: 646-798-3609
Administrative Specialists
Phone: 929-427-0347
Fax: 646-798-3609
Paraplanner
Phone: 929-427-0347
Fax: 646-798-3609
Affiliated Wealth Advisor
Phone: 914-996-7505
Fax: 646-798-3609
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