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70 East Sunrise Highway, Suite 500, Valley Stream, NY 11581

800-995-4551
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Meet the Team

At our firm, we have the client—and only the client—in mind.

David N. Gordon, Financial Advisor, leads a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized investment programs are designed to grow and conserve our clients' assets while delivering a high level of personalized service.

At our firm, we have the client—and only the client—in mind.

We use Charles Schwab as the custodian for our client's investment programs. As representatives with a Registered Investment Advisory firm, we have a fiduciary level of responsibility and must always put your interests first.

We specialize in Wealth Management, 401k and 403b Rollovers, Income Planning, and Estate Planning.

We pride ourselves on our courteous and professional staff offering the utmost care and confidentiality. With offices in New York, New Jersey, and Connecticut we offer big city financial services with a small-town feel.

David N. Gordon

David N Gordon

Investment Advisor

800-995-4551

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.