529 plan

Do you have children or grandchildren who may go to college?

Contact a local advisor today to learn how a 529 Plan may be right for you

529 plan

Why consider a 529 Plan

  As higher learning costs continue to climb, it’s important to start saving and planning  as early as possible.  With possible tax benefits as well, a 529 Plan may be right for you.

529 plan

Start getting college ready

 We’ll walk you through the ins and outs of 529 savings plans, and equip you with the knowledge to decide if they are the right fit for you.

Contact

Phone: 347-466-4400

Fax: 347-273-1292

E-Mail: [email protected]

Location

1110 South Avenue, Suite 85

Staten Island, NY 10314

Hours

Mon – Thurs 9:00am – 5:00pm

Fri 9:00am – 4:00pm

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