Broker Check

Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Michael S.  Kaplan

Michael S. Kaplan LUTCF

Retirement Planning Specialist, CA Insurance Lic. # 0C84683

(516) 358-3825

(516) 358-3927

Kenneth D.  Kohn CLU

Kenneth D. Kohn CLU

Retirement Planning Specialist, CA Insurance Lic. # 0H15341

(516) 358-3834

(516) 358-3927