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

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
Learn More
Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Learn More
Exploring the Federal Student Grant Program

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.
Learn More