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151 North Main Street
Suite 204
New City, NY 10956
Phone:
  • (800) 995-4551
Fax:
  • (800) 946-4528

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Flipbooks

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Insurance and Investments since 1997

David N. Gordon, Financial Advisor leads a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, and conserve our clients' assets by delivering an unprecedented level of personalized service. 

 

We use TD AMERITRADE as custodian for our client's investment programs. As representatives with a Registered Investment Advisory firm, we must always put your interests first.  We specialize in providing Institutional Money Management, Insurance Planning, Estate Planning, Retirement Income/Distribution Planning and Family Wealth Planning.

We pride ourselves on our courteous and professional staff offering the utmost in care and confidentiality. With offices in Tarrytown and New City, New York as well as Stamford, Connecticut we offer big city financial services with a small town feel.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck