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Company Name - City, State


Main Office:

6900 Jericho Turnpike, Suite 101E, Syosset, NY 11791




Mitch specializes in business and estate planning, as well as income and asset protection. Mitch has been in the Financial Services industry for 37 years. He began his career directly out of college as an advisor with...

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Marc grew up on Long Island, NY and graduated from Hofstra University with Bachelor’s and Master’s Degrees in Psychology. Marc transitioned his career into Financial Services in 2010 with the goal of providing a distinct process that...

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Christine joined the Advanced Planning Group of New York (APGNY) in July 2018 as a Client Relationship Manager. Her role is to help provide customer service and support for our clients.

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