Contact Us

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

E: [email protected]

Kerri Kimball, CFP®
O: (212) 256-1233
M: (917) 582-2912
F: (646) 863-4165

E: [email protected]

570 Lexington Ave
16th Floor
New York, NY 10022

343 Manville Rd, Suite 6U
Pleasantville, NY 10570