Our firm specializes in helping businesses and executives plan for their future by customizing solutions to meet their needs.

Quite simply, we help people make smart financial decisions about their wealth so that they can maximize the probability of success. 

We take a client-centered approach to uncovering your goals while gathering relevant financial and personal information. We then analyze this information in order to prepare an Action Plan.

Our Action Plans help clients to focus on the steps they need to take to reach their goals.


We hope you find this site informative and useful. Feel free to contact us if you would like more information about the products and services we offer.  I look forward to hearing from you.



Chris Acheson 

Financial Services Representative

Investment Advisor Representative

Registered Representative

T: (516) 686-7197    

F: (516) 739-6039


Click here to visit our Client Relationship Summary:



CA Insurance Lic. No.0E75800

Domiciled in NY