David N. Gordon, Investment Advisor.  We are 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 the nationally known TD Ameritrade platform for many of 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, an Investment Watchdog Service, Tax Reduction 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 Stamford CT, Clifton NJ, and Suffern NY we offer big city financial services with a small town feel.
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

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