Attain A Confident Retirement
Through Prudent Financial Planning
Learn how a Financial Advisor can help?
Our Core Values
Our core values are extremely important to us, and they are embedded in how we think and act daily. We act with integrity, knowing what is right and making sure nothing compromises doing what is right. We treat all of our colleagues, associates and clients with respect and make sure that the trust they put in us is never broken. You can count on us to be there for you, and be assured that we will always put your goals wants and needs above all else.
Our Approach
We start off with a series of conversations in order to determine what your objectives are. Once those are clearly outlined, we see how we can condense and streamline your investments making it easier for you to follow. The next step is to create an investment strategy drawing on years of financial planning that is aligned with your risk tolerance and goals. Finally, we continuously monitor and adjust your plan as we both see fit.
Why Us
After a combined thirty five plus years of experience with financial planning, 401K rollovers, life insurance etc. we know what works and what does not. We don’t subscribe to cookie cutter models and we don’t sell products. We listen to your goals and continue to work hand and hand with you in order to help you reach them.
Our Team
Steven Gitter
Steven has spent his career helping people get the most value from their investment experience. Since 2003, he has worked with individuals and Corporations by providing various financial planning services. His goal has always been to help people become more educated investors. Being a perpetual student of the market allows him to consistently find new ideas and strategies to help serve his clients. Steven was born in Staten Island, New York and now resides in New Jersey with his wife Cindy, and sons, Gabriel, Michael, and Peter.
Jason Gitter
Jason began his financial career in 2003. After spending many years operating his own independent office of larger organizations he co-found PureVest LLC, a registered investment advisory firm. He holds his Series 66 and Life Insurance Accident and Health License in order to serve all his client’s financial planning needs. It didn’t take long before he realized the importance of saving early, saving a lot and investing wisely. Those are the three principles Jason believes are needed in order to prepare for a sound financial future. He employs a client first approach, and prides himself on getting his clients both to and through retirement. In order to get the job done, Jason draws on his analytical mindset and strict discipline. When not in the office, Jason enjoys spending time with his wife Laura, their four children and exercising.
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Contact
Location
1110 South Avenue, Suite 85
Staten Island, NY 10314
Hours
Mon – Thurs 9:00am – 5:00pm
Fri 9:00am – 4:00pm