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Go ahead, make the connection. Your question is important to you, it deserves an answer. We are here to respond to your unique needs, and the first step is contacting us. When entering your contact information and details, please tell us how you prefer to be contacted.

Karen Roth, MBA, CPA®, CFA®

O: (212) 256-1235
M: (914) 588-1101
F:  (646) 863-4164

Email

[email protected]

Kerri Kimball, CFP®

O: (212) 256-1233
M: (917) 582-2912
F:  (646) 863-4165

Email

[email protected]

Office

343 Manville Rd, Suite 6U
Pleasantville, NY 10570