About Us

We pride ourselves with the service we give to our clients. We are a tax and financial services firm with over 20 years experience on Long Island. One of the biggest reasons people leave their advisors is that they don’t hear from them. With us we offer a minimum of 2-4 financial reviews throughout the year. We look forward to meeting you soon. Contact us today to schedule an appointment.

Robert McIntosh offers securities in CA, CT, FL, GA, IL, IN, MA, MD, MO, NC, NY, PA, RI, SC, TX, VA and VT. He is insurance licensed in NY.

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