Meet the Team

Our mission is to provide confidence, peace of mind and financial security through exemplary personal care. Offering the highest quality service, personalized strategies, investment and insurance, we strive to exceed expectations.

Thinking only of our clients' best interest, we maintain the highest level of loyalty and integrity, earning our clients' trust and respect.

Clara Cohen Headshot

Clara Cohen

Chief Operating Officer

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Isaac Cohen

Founder and CEO

Barbara Narciso head shot

Barbara Narciso

Relationship Manager

Next Steps...

This is should be a prospective customer's number one call to action, e.g., requesting a quote or perusing your product catalog.