Broker Check

410 Motor Parkway, 2nd Floor, Hauppauge, NY 11788

(631) 951-4800

About Us

Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Client Centered

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.

Suggested Content

Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Learn More
The Three Keys to a Great Password

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Learn More
Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Learn More