2012 westchester five star wealth managers five star wealth managers fs 2 — five star award...

2012 Five Star Wealth

Man

agers

wwwfivestarprofessionalcom Five Star award information mdash FS 1

Special advertiSing Section

In a consumer study about dynamics between wealth managers and their clients Five Star Professional polled wealth managers and consumers about communications Both groups said that connecting three to four times a year is the right communications strategy but expectations are not aligned in all areas

bull 29 percent of consumers want to be contacted by their wealth manager whenever events require an update only 7 percent of wealth managers say they contact clients based on the impact of events

bull 63 percent of consumers say they receive the right amount of communication from their wealth manager

From research conducted by Five Star Professional April 2011

Wealth managers broadly defined are those individuals who help you manage your financial world andor implement aspects of your financial strategies Common examples of wealth managers

are financial advisors financial planners investment advisors tax advisors and estate planning attorneys

How do you find a wealth manager with experience who has a good base of clients with high retention rates and who has undergone a regulatory and complaint review And when you find them are they accepting new clients

Westchester Magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients Among many distinguishing attributes the average one-year client retention rate for this yearrsquos award winners is more than 96 percent

Five Star Wealth Managers

2012 Westchester

Donrsquot listen to other people Investigate for yourself Be wary of advisers who say they never had a down yearrdquo

mdash Five Star Wealth Manager

In order to consider a broad population of high-quality wealth managers award candidates are identified by one of three sources firm nomination peer nomination or pre-qualification based on industry standing Self-nominations are not accepted Westchester award candidates were identified using internal and external research data including a survey to more than

10400 registered financial services professionals and all identified financial service companies in the area that are registered with FINRA or the SEC

CandidateSaward

The 2012 Five Star Wealth Managers are a select group representing less than 2 percent of the wealth managers in the Westchester area(1)

Although this list is a useful tool for anyone looking for help in managing their financial world or implementing aspects of their financial strategies it should not be considered exhaustive Undoubtedly there are many excellent wealth managers who for one reason or another are not on this yearrsquos list

aWarda Select

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Man

agers

FS 2 mdash Five Star award information wwwfivestarprofessionalcom


Wishful thinking is not planning If you plan for the worst you will never be unpleasantly surprisedrdquo

What matters most is how you recover from setbacksrdquo

Only invest in something that you understandrdquo

Insights from Five Star Wealth Managers

Clients donrsquot care how much you know until they know how much you carerdquo

bull Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers

bull The Five Star award is not indicative of the wealth managerrsquos future performance bull Wealth managers may or may not use discretion in their practice and therefore may not manage

their clientsrsquo assets bull The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed

as an endorsement of the wealth manager by Five Star Professional or Westchester Magazine bull Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future

investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future

bull Five Star Professional is not an advisory firm and the content of this article should not be considered financial advice For more information on the Five Star award and the researchselection methodology go to wwwfivestarprofessionalcom

bull (1) 1598 award candidates in the Westchester area were considered for the Five Star Wealth Manager award 300 (approximately 19 percent of the award candidates) were named 2012 Five Star Wealth Managers

diSCloSureSresearch

2012

The Five Star award goes to less than 7 percent of wealth managers

Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2012 Five Star Wealth Managers(2)

Eligibility Criteria ndash Required(3)

1 Credentialed as an investment advisory representative (IAR) a FINRA-registered representative a CPA or a licensed attorney

2 Actively employed as a credentialed professional in the financial services industry for a minimum of five years

3 Favorable regulatory and complaint history review(4) 4 Fulfilled their firm review based on internal firm standards 5 Accepting new clients

Evaluation Criteria ndash Considered(3)

6 One-year client retention rate (the average one-year client retention rate of this yearrsquos award winners is more than 96 percent)

7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered (this

yearrsquos award winners administer an average of $111 million in client assets)9 Number of client households served (on average this yearrsquos award winners serve 263

households)10 Education and professional designations

oF aWard WinnerSdetermination

(2) Wealth managers were required to certify that any information they provided was accurate (3) Criteria 4 8 and 9 do not apply to attorneys or CPAs(4) As defined by Five Star Professional the wealth manager has not

bull Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine bull Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or

Five Star Professionalrsquos consumer complaint processbull Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority bull Filed for personal bankruptcybull Been convicted of a felony

Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists Data submitted through these processes was applied per the above criteria

bull Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed above

bull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth managerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the

opportunity to submit complaints regarding a wealth manager More than 20600 households in the Westchester area were contacted

The Five Star Wealth Manager selection criteria was updated for the 2012 award year 2005 ndash 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients peers and industry experts No more than 7 percent of wealth managers receive the award each year The selection process for the 2005 ndash 2011 award winners can be found at wwwfivestarprofessionalcom2011wealth_managers_research_overviewphp

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Man

agers



award winners listed by primary services and listed alphabetically by last name

Business PlanningAnthony Domino Associated Benefit

Consultants

Estate PlanningErnest Abate Abate amp Abate

Terrence Barnett Ameriprise Financial Services Inc

Matthew Bovino Davidson Dawson amp Clark

Kevin Cohen Law Offices of Kevin H Cohen

Michael Getman The Law Office of Michael Getman

Robert Graef Graef Financial Group 3

David Leibell Wiggin and Dana

Neil Lubarsky Neil R Lubarsky amp Associates

Scott M Sherman Scott M Sherman

Craig Solar Solar Law Page 19

James Thompson Barnum Financial Group

Eugenia Vecchio Eugenia M Vecchio Esq amp Associates

Financial PlanningAnthony Adamo Citi Personal Wealth

Management

William Amatuzzo Ameriprise Financial Services Inc

Donald Amoruso Ameriprise Financial Services Inc Page 16

Christopher Banks Ameriprise Financial Services Inc

Kimball Bechtold Morgan Stanley Smith Barney

Robert Berard Ameriprise Financial Services Inc Page 19

Ron Berkowitz Fusion Financial Group

Pradeep Bhashyam Ameriprise Financial Services Inc

Glenn Bianco Morgan Stanley Smith Barney

Joe Biegel Strategies for Wealth

Rick Bloom Strategies for Wealth

David Boczar Emerald Wealth Advisors

Robert Bouza Ameriprise Financial Services Inc

Marcia Boyle Ameriprise Financial Services Inc

Santo Briganti Ameriprise Financial Services Inc

Joshua Brown Rienas amp Brown Wealth ManagementAmeriprise Financial Services Inc

David Bruckman Citrin Cooperman Wealth Management

Mary-Ann Bunting Ameriprise Financial Services Inc

Robert Burkarth III Oppenheimer amp Company

Andrew Buscetto Ameriprise Financial Services Inc

Barry Butlien Marathon Financial Group

Charles Camilleri Ameriprise Financial Services Inc

Wenton Camporin Morgan Stanley Smith Barney

Michael Carter Ameriprise Financial Services Inc

Angela Celso-McGurk Lombardi Celso Catinchi amp AssociatesAmeriprise Financial Services Inc

Quin Ciuffetelli Ameriprise Financial Services Inc

Vivian Cohn The Highbridge Financial Group

Christopher Conigliaro Ameriprise Financial Services Inc

Whitney Cook Whitney M Cook amp AssociatesAmeriprise Financial Services Inc

Andrew Corrigan American Portfolios Financial Services

Thomas Coulter Coulterrsquos Creative Financial Planning

Robert Cusick Investment Insight

Corrado DellrsquoAglio Ameriprise Financial Services Inc

Lawrence DeNoia ITI Strategies Page 16

Anthony DeStefano Altium Wealth Management

Patrick Devaney Ameriprise Financial Services Inc

Kenneth DiCairano KFD Wealth ManagementMetLife

Joseph DiVestea Merrill Lynch

David Donovan Morgan Stanley Smith Barney

Rod Drysdale Drysdale Wealth Management

Mark Egener Egener Wealth Management Group Page 17

Thomas Faranda Thomas G Faranda amp Associates

Gregory Feighan Ameriprise Financial Services Inc

Angela L Fitzgibbon Ameriprise Financial Services Inc

Sidney Franks The Highbridge Financial Group

Rob Freireich The Capital Preserve

Graig Galef Strategies for Wealth

Peter Gallagher Citi Personal Wealth Management

Lawrence Ganim Ganim Group

Geoff Garfield Altium Wealth Management

Brian Geary Joseph P Lucia amp Associates Page 14

William Gemmill Ameriprise Financial Services Inc

James Giangrande Altium Wealth Management

Joan Gregor Ameriprise Financial Services Inc

Ann K Grifin Ameriprise Financial Services Inc

Joseph P Grillo Jr Morgan Stanley Smith Barney Page 20

Eileen M Hawe Money In$ight

Donna Goldman Hirsch Oppenheimer amp Company Page 13

Howard Hirsch Oppenheimer amp Company Page 13

Christopher Jordan LEXCO Wealth Management

Michael Kane Ameriprise Financial Services Inc

Marcia Kaplan Ameriprise Financial Services Inc Page 18

Scott Kaplan Strategies for Wealth

Joan Kenney-Romano Ameriprise Financial Services Inc

Jeffrey Klein MetLife

Martin Kleinman Kleinman Financial Services

Steven Klimaszewski J Matrik Wealth Management

Raymond Kraus Janney Montgomery Scott

Kjersten Lazar Raymond James amp Associates

Alan Lerner Strategies for Wealth

Anthony Lesica Ameriprise Financial Services Inc Page 20

Ryan Lewis Morgan Stanley Smith Barney

David Lewson Merrill Lynch

Joseph Lombardi Lombardi Celso Catinchi amp AssociatesAmeriprise Financial Services Inc

David Long Personal Tax amp Planning Associates

Stephen Lupkas J Stephens Wealth Management

Jared Lynne Ameriprise Financial Services Inc

John Maceranka The Windmill Group

Michael Magnani Amatuzzo amp MagnaniAmeriprise Financial Services Inc

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agers




Michael Mancusi Barnum Financial Group Page 14

Robert Mathias Interstate Financial Group Page 20

Michael Matson Matson Financial Advisors Page 20

Michael Mazzilli Ameriprise Financial Services Inc

Richard McCormack MetLife Resources

Abby McElroy RBC Wealth Management

Terence McGlynn Strategies for WealthPark Avenue Securities

Paul McKirgan Merrill Lynch

Michael McQuaid Ameriprise Financial Services Inc Page 20

Michael Mongiello American Portfolios Financial Services

Eric Morson AXA Advisors

Thomas ldquoSkiprdquo Morton RBC Wealth Management Page 20

Martin Nachemson Prosperian Wealth Management

Eric Nachman Ameriprise Financial Services Inc

Christopher Neubert MONECO Advisors

Marianne Noyes-Ryder Noyes-Ryder Capital Management

Joseph OrsquoBrien MetLife Page 7

John OrsquoKeefe Ameriprise Financial Services Inc

Nicholas Palumbo Opus Advisory Group

Deepak Panjabi Ameriprise Financial Services Inc

Douglas Parrish Ameriprise Financial Services Inc

Arthur Pasternak Merrill Lynch

Michael Paulmeno Ameriprise Financial Services Inc

Allan Pelkonen Pelkonen amp AssociatesAmeriprise Financial Services Inc

Anthony Pereira Capital Preservation Partners

Kevin Peters Morgan Stanley Smith Barney

John Pink J Pink Associates Financial Advisors

John Planell Ameriprise Financial Services Inc

Dana Preis Northeast Planning Associates

Janet Press Janet Press Wealth Management Page 19

Lori Price Price Financial Group

Robert Pruett Opus Advisory Group

LeGrand Redfield Asset Management Group

David Reiser Morgan Stanley Smith Barney

Ronald Robins Beacon Financial Advisors

Robert Rosenberg Morgan Stanley Smith Barney Page 21

John C Ross Strategies for Wealth

Lisa Rossi LEXCO Wealth Management

John Ruggiero Janney Montgomery Scott

Daniel Saalman Ameriprise Financial Services Inc

Michael Salvatore Morgan Stanley Smith Barney Page 12

Leonard Sander The Creative Planners Group

Michael Sander The Creative Planners Group

Paul Santucci Ameriprise Financial Services Inc Page 9

Kurt Schlesinger The Investment Center

Howard Schur Morgan Stanley Smith Barney

Byrke Sestok Barnum Financial Group

Philip Settembrino Professional Financial Consultants Page 21

Addison Sherman Morgan Stanley Smith Barney Page 15

Thomas Sherman Strategies for Wealth

Joseph Silva Ameriprise Financial Services Inc

Gail Simons The Highbridge Financial Group

Deborah Sinnott Sinnott Wealth Management

George Sinnott Sinnott Wealth Management

Michael Smeriglio Benedict Financial Group Page 19

Ted Stein Ameriprise Financial Services Inc

Debra Stokes Morgan Stanley Smith Barney Page 16

Scott Tasch Opus Advisory Group

Kristina TenEyck Prosperity

Charles Thela Four Rivers Wealth Strategies

Mary Ellen Tompkins Morgan Stanley Smith Barney Page 15

Paul Triano David Lerner Associates

Glenn Trieff Ameriprise Financial Services Inc

James Weinstock Janney Montgomery Scott

Judith Werbitt Merrill Lynch

Marian White LEXCO Wealth Management

Andrew Wigzell MetLife

Jeffrey Winner AXA Advisors

InsuranceSusy Chang MetLife Page 7

Deanna Moriarty MetLife Resources Page 18

Bruce Siennick Charter Oak

InvestmentsBuzz Ackerman Morgan Stanley Smith Barney

Roy Alexander Deutsche Bank

James Andreaggi James T Andreaggi Wealth Planning amp Management

Jason Andrews Wells Fargo Advisors LLC

Charles Andriole Merrill Lynch

Larry Arinsburg Finesco Associates

Glenn Axelrod David Lerner Associates

Nan Bailey NPB Wealth Management

John Barnes RBC Wealth Management

Thomas Barnwell Merrill Lynch

Anthony Bartolini MetLife Page 7

John Baxter Baxter Investment Management

Adam Belok Gilman Ciocia Tax amp Financial Planning

Laszlo Birinyi Birinyi Associates

Eli Bloch David Lerner Associates

Charles Bracken Wells Fargo Advisors LLC Page 6

Susan Cheswick Brewer MacGuire Cheswick amp Tuttle

Paul Bronzo Wells Fargo Advisors LLC Page 12

Thomas Cagganello Wells Fargo Advisors LLC

Ronald Casanova Wells Fargo Advisors LLC

Mark Catullo Raymond James Financial Services

Jonathan Chase Merrill Lynch

Ellen Chess Ameriprise Financial Services Inc

Cynthia J Cilwik Wells Fargo Advisors LLC

Beth Cutler Wells Fargo Advisors LLC

John DeSalva Georgetown Financial Group

Anthony DeVito ADV Investment Management

Andrew Donovan Donovan Financial

Thomas Dunn Dunn Financial Services

William ldquoBillrdquo Dwyer Wells Fargo Advisors LLC Page 20

Adam Elgert Wells Fargo Advisors LLC

Kevin Feder Merrill Lynch

Joseph Fenton Janney Montgomery Scott

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Man

agers



Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College


Gregory Fisk Morgan Stanley Smith Barney Page 17

Andrew Florio Morgan Stanley Smith Barney

Carolyn Frzop Janney Montgomery Scott

Mary Gardiner Morgan Stanley Smith Barney

Ben Gecaj GMS Partners

Ronald Gellmann Wells Fargo Advisors LLC

Peter Giannone Wells Fargo Advisors LLC

Edward Gibson Citi Personal Wealth Management Page 20

Russell Glickstern Russell E Glickstern Page 17

Marc Goldstein Morgan Stanley Smith Barney

John Golliozo Oldham Resource Group

Josette Greechan Merrill Lynch

Anthony Greier Citi Personal Wealth Management Page 17

Keith Hagerty Merrill Lynch

Kathleen Hartford Wells Fargo Advisors LLC Page 18

Paul C Hashim David Lerner Associates

Jennifer Hatch Christopher Street Financial

Thomas Herkert Herkert Financial Planning

Mary Kay Hermann Raymond James Financial Services

Ann Herrero Edward Jones

Robert Hoffman Westport Resources

Andrew Horowitz Ameriprise Financial Services Inc

Lee Hunter Ameriprise Financial Services Inc

John Hyman Algonquin Advisors

James Iannazzo Merrill Lynch

Vincent Iannucci Wells Fargo Advisors LLC

Nicholas Jembelis David Lerner Associates

Steven Katz Bluechip Financial Planning

Kenneth Kaufman David Lerner Associates

Geraldine Kearns Merrill Lynch

Henry Keating Morgan Stanley Smith Barney

Ira Kornblatt Morgan Stanley Smith Barney Page 18

Charles Krause Fairfield Research Corporation

John Lang HighTower Advisors

Samuel Lieberman Rothschild Lieberman

Eric Lovas Wells Fargo Advisors LLC

Alan Lowenfels David Lerner Associates

Scott Lowman Morgan Stanley Smith Barney

Joseph Lucia Joseph P Lucia amp Associates Page 14

Daniel MacDonald MDIC Investment Company

Cesar Manent 5th Street Advisors

Karim Mantoura Wells Fargo Advisors LLC

William McCormack Morgan Stanley Smith Barney

James McPartlan American Portfolios Financial Services

Scott Menta MetLife Securities Page 7

Elana Milianta Wells Fargo Advisors LLC Page 8

Rich Miranda Morgan Stanley Smith Barney

Jeffrey Montville Oppenheimer amp Company

Ellis Moore Morgan Stanley Smith Barney Page 11

Graham Murray Merrill Lynch

Philip Nassar Sunbridge Management

Marilyn Neckes Morgan Stanley Smith Barney

James OrsquoBryan Charles Schwab amp Company

Anthony Olivieri Wells Fargo Advisors LLC

Vincent Paone MetLife Financial Solutions Page 7

Edward Pardon Ameriprise Financial Services Inc Page 20

David Passman Wells Fargo Advisors LLC Page 15

Stephen Pendergast Wells Fargo Advisors LLC

Damian Pereira JP Morgan Chase

Gregory Prato Prato Capital Management

Robert Preston Merrill Lynch

Gary Ramuno Hudson Financial Services

Marshall Rankowitz Wells Fargo Advisors LLC

Ira Resnick Morgan Stanley Smith Barney

Anthony Riina Wells Fargo Advisors LLC

Mary Rolland Westport Resources

Kenneth Ronson Wells Fargo Advisors LLC

Spencer Rosman Morgan Stanley Smith Barney

Kenneth Russell GenSpring Family Offices

Robert Santucci Morgan Stanley Smith Barney

Alan Schantz Schantz Wealth Services

Valerie Scimia Wells Fargo Advisors LLC

Charles Seller Morgan Stanley Smith Barney Page 12

Gary Serio Merrill Lynch

William Settembrino Professional Financial Consultants

Daniel Shaffer Shaffer Asset Management

Elliot Skriloff Merrill Lynch

Richard Streisfeld Morgan Stanley Smith Barney Page 10

Brian Suozzi Wells Fargo Advisors LLC

Ira Taber Ameriprise Financial Services Inc

Paul Tessler Commonwealth Financial Network

Matthew True Wells Fargo Advisors LLC

Darrel Upson Ameriprise Financial Services Inc

Marten Van Der Werff Morgan Stanley Smith Barney

John Van Raalte Cantella

Joshua Weisbrot Morgan Stanley Smith Barney

Suzanne Weiser The Weiser GroupMorgan Stanley Smith Barney

Wendy Weller David Lerner Associates

Adam Westphalen The Vista Companies

Richard Yoken The Portfolio Strategy Group

Edward Zapson Edward Jones

Michael Zelvin Brill Securities

Jack Zitomer Morgan Stanley Smith Barney Page 21

Carl Zuckerberg Relyea Zuckerberg Hanson

TaxationFrank A Bulla Frank A Bulla CPA

Francis A Colucci Colucci Associates

Peter Formanek Weinstein amp Formanek CPAs

Katharine Herman Katharine G Herman CPA

Nancy Hogan Nancy S Hogan CPA amp Associates

Michael Hymes Hymes amp Associates CPA

J Allen Kosowsky J Allen Kosowsky CPA

Ben Maini Reynolds amp Rowella

Lewis Pace Pace CPA

Louis Papaleo Papaleo and Company

Lorenzo Santoli Bilotta amp Santoli CPAs

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Man

agers



Charles BrackenWe Pay Close Attention to Global Monetary and Fiscal Trends

The Bracken Groupof Wells Fargo Advisors LLC

Left to right Elizabeth Sterken four-year winner Charles Bracken Ralitsa Delgado and Elad Rahamim

bull Customized risk assessment and portfolio management servicesbull Retirement income planningbull Estate investment planning

The Bracken Group works for a geographically dispersed clientele with a wide range of backgrounds and professions

Understanding and responding to our clientsrsquo objectives comes through listening and providing advice that helps them avoid undue risk but at the same time is responsibly opportunistic Most of our clients have been with us for more than a decade and have come to appreciate the genuine concern we have for

helping them achieve their fi nancial goals It is clear to us that our teamrsquos success and personal fulfi llment is contingent upon the success of our clients We work for our clients as we would for our own families and aspire to build lasting meaningful relationships based on trust integrity and superior client service

1133 Westchester Avenue 3rd Floor bull White Plains NY 10604Phone (914) 253-4731

charlesbrackenwellsfargoadvisorscom

Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0612-1160]

Charles Bracken Managing Director ndash Investments Ralitsa Delgado Financial Advisor Elad Rahamim Financial Advisor Ellie Sterken Senior Registered Client Associate

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Man

agers



MetLife Financial Solutions GroupObjectivity Is at the Forefront of Client-Based Solutions

Financial Planning Investment Management and Insurance Strategies

Left to right Two-year winner Vincent J Paone four-year winner Joseph E OrsquoBrien two-year winners Susy L Chang and Anthony Bartolini four-year winner Scott J Menta

bull Honesty and integrity is how we built our practicebull Trusted advice with exceptional servicebull Clients choose us for our leadership creativity and ability to deliverCredentials Vincent J Paone CLTC Anthony Bartolini LUTCF Susy L Chang CLUreg ChFCreg Joseph E OrsquoBrien ChFCreg CLUreg LUTCF Scott J Menta CFPreg CLUreg ChFCreg

With more than 100 years of combined experience our mission is to listen to our client concerns and provide sound fi nancial advice to help them achieve their goals Whether it be a compliment to an existing portfolio or developing a new strategy we have the knowledge and experience to help you achieve those goals While we run independent practices our mission remains the same When our clients feel good about their portfolios we feel good because we know they are on the path to prosperity We go the extra mile to service our

clients consistently especially when times are tough we are always there to provide advice

Our seasoned professionals have earned professional designations to demonstrate their commitment to their clients as well as their own careers In todayrsquos world of uncertainty working with a fi nancial advisor who is knowledgeable caring and committed to their relationship with you coupled with the fi nancial strength of MetLife is all that you need to fulfi ll your dreams

MetLife Financial Solutions565 Taxter Road Suite 625 bull Elmsford NY 10523

V Paone (914) 372-2946 bull A Bartolini (914) 272-3722 bull S Chang (914) 272-3633 bull J OrsquoBrien (914) 372-2953S Menta (914) 372-2915 bull wwwwestchestermetlifecom

Metropolitan Life Insurance Company New York NY 10166 L0612265188 [exp0613][NY]

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Man

agers



Elana Milianta

Providing Financial Strategies

for All Aspects of Your Life

For many people all roads lead to their life goals in some form or another To assist you in your journey through life Elana and her team work with you to defi ne and prioritize the goals and objectives that mean the most to you then frame your fi nancial and investment strategies around them With about 15 years of experience taking a full balance-sheet

approach has allowed her to build manage preserve and transition her clientsrsquo wealth Together with her clients Elanarsquos goal has always been to develop a mutual trust respect and understanding in working together as partners This process is essential to eff ective planning and a successful relationship

One Lafayette Place bull Greenwich CT 06830Office (203) 769-2524 bull Toll-free (866) 544-1230

elanamilianta1wellsfargocom bull homewellsfargoadvisorscomelanamilianta1Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information

on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0612-00639 61212]Investment and Insurance Products

Not FDIC-Insured NO Bank Guarantee MAY Lose ValueWells Fargo Advisors LLC Member SIPC is a registered brocker-dealer and a separate non-bank a liate of Wells Fargo amp Company Insurance products are o ered through out a liated non-bank insurance agencies

bull Personalized fi nancial strategies

bull Tailored investment solutions

bull Wealth management services

Title Financial Advisor

Areas of Focus Retirement Planning Asset Management Planning Strategies and Risk Management Strategies

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Man

agers



Paul D SantucciThe Experience Integrity and Personal Service You Deserve

Areas of Focus Wealth Management Retirement Planning Tax-Planning Strategies

Left to right Christina Angotta three-year winner Paul SantucciScott Morrison Erica Mejia Douglas Mark Susana Moreno

bull Recognized among the top 1 of advisors at Ameriprise Financial Services Incregbull Comprehensive fi nancial planning and sophisticated personalized advicebull Serving the local communities of Westchester and ManhattanTitles Private Wealth Advisor President

Credential CERTIFIED FINANCIAL PLANNERtrade practitioner

For 20 years Paul Santucci a Private Wealth Advisor with Ameriprise Financial and his team of dedicated fi nancial professionals have helped their busy and successful clients navigate fi nancial markets develop tax and estate planning strategies and make fi nancial decisions through personal attention and comprehensive fi nancial planning

Paul and his team make it a priority to learn each clientrsquos unique circumstances and dreams to help them develop both

an investment strategy and a fi nancial map to their goals

Paul has been widely acknowledged for his professional excellence and integrity Paul has appeared on both ldquoCNN-FNrdquo and ldquo Bloomberg Televisionrdquo and has been quoted in numerous Dow Jones and Associated Press articles

Paul is honored to be a recipient of the 2012 Five Star Wealth Manager award

Santucci amp Associates a private wealth advisory practice of Ameriprise Financial Services Inc800 Westchester Avenue Suite S-508 bull Rye Brook NY 10573

Office (914) 253-0880pauldsantucciampfcom bull pauldsantuccicom

Based on internal Ameriprise Financial reporting Working with this nancial advisor is not a guarantee of future nancial success Investors should conduct their own evaluation of a nancial professional Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC

Some products and services may not be available in all jurisdictions or to all clients

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Man

agers



Richard H StreisfeldMore Than 23 Years of Providing Competent One-on-One Advice

Areas of Focus Comprehensive Wealth Management Financial Planning Lifetime Income Solutions

bull Obtain the factsbull Develop and execute a fi nancial game planbull Manage your risk and adapt to changing conditions

I would like to thank my clients for helping me get where I am today and supporting me as a Five Star Wealth Manager four years in a row Managing peoplersquos money is a huge pledge and is never taken for granted I am committed to making a true diff erence with all of my client relationships by taking responsibility for the burden of their fi nancial aff airs so they can enjoy their lives For more than two decades I have built a business based on trust I accomplished this by listening carefully to clientsrsquo needs and concerns and then advising and

guiding each client with the utmost care and service

I have distinguished myself from my competitors by taking the time to educate my clients on the investment solutions I am proposing as well as the level of risk their assets will be exposed to and why I believe my clients benefi t from this understanding because it provides them with realistic expectations I insist that realistic expectations play a signifi cant role in overall long-term investment success

Ridgefield CT 06877 bull Purchase NY 10577 bull New York NY 10001Direct (866) 394-8182

RichardstreisfeldMSSBcom bull wwwmorganstanleycomfarichardstreisfeld

copy 2012 Morgan Stanley Smith Barney LLC Member SIPC

Titles Senior Vice President ndash Senior Investment Management Consultant Branch Manager

Credential Financial Planning Specialist

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Man

agers



The Westchester Group at Morgan Stanley Smith Barney

Where Our Mission Is Your Well-Being

Left to right Jon Moore three-year winner Ellis Moore Jr Marcy Camacho

Life is complex A central theme of life is the attempt to create order from chaos mdash to simplify Our purpose is to help clients simplify their fi nancial and investment lives

Simple does not mean easy Achieving fi nancial security and order is diffi cult We apply our combined wealth advisory and investing experience to help reduce complexities through coordinated fi nancial planning and discretionary portfolio design

Five Star award winner Ellis Moore founder of the Westchester Group is a Certifi ed Portfolio Managertrade with more than 42 years of industry experience Rounding out the team is Financial Advisor Jon Moore a CERTIFIED FINANCIAL PLANNERtrade professional and Chartered Retirement Planning Counselortrade and Senior Registered Sales Associate Marcy Camacho Jon and Marcy have more than 15 and 13 years of industry experience respectively

2000 Westchester Avenue bull Purchase NY 10577Office (914) 225-5339 bull Toll-free (888) 499-8544wwwfasmithbarneycomthewestchestergroup

copy2012 Morgan Stanley Smith Barney LLC Member SIPC Portfolio Management is an advisory program in which the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities

bull Comprehensive wealth management and fi nancial planning

bull Personalized portfolio management and advisory services

bull Multigenerational family focus and experience

Ellis Moore CPMreg Portfolio Management Director Senior Vice President Five Star award winner 2010 2011 2012

Jon Moore CFPreg CRPCreg Financial Advisor

Marcy Camacho Senior Registered Sales Associate

Areas of Focus Wealth Planning Portfolio Management Retirement Solutions

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Man

agers



Paul Bronzo

Managing the Unique Challenges of Wealth

bull Investment management services

bull Retirement and estate investment planning

bull Trust services

Paul A Bronzo Managing Director ndash Investments Stacy A Ruvo Vice President ndash Investments Robert J Rogan Officer ndash Investments Sean OrsquoConnor Client AssociateLeft to right Robert Rogan Sean OrsquoConnor four-year winner Paul Bronzo Stacy Ruvo

The Bronzo Group is a team of talented and dedicated professionals committed to providing the highest quality of service to their clients Its founder Paul Bronzo has nearly 30 years of experience guiding families through the accumulation preservation and transfer of wealth Each member of the Bronzo Group is hand-picked for their experience and capabilities in managing the needs of the affl uent client

The Bronzo Group of Wells Fargo Advisors

1133 Westchester Avenue Third FloorWhite Plains NY 10604

Offi ce (914) 682-5044 bull Toll-free (866) 682-5041thebronzogroupwfadvisorscom

Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0612-01891] Trust Services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors

The Birch Lane Groupat Morgan Stanley Smith Barney

How We Do It

bull Financial planning for long-term goals

bull Carefully tailored portfolio guidance

bull Prudent analysis of investment risk

Charlie First Vice President Senior Portfolio Manager Financial Advisor Five Star winner 2010 ndash 2012

Michael CRPCreg Financial Planning Specialist Financial Advisor Five Star winner 2011 ndash 2012Left to right Two-year winner Michael Salvatore and three-year winner Charles Seller

We treat our clients the way we would want a fi nancial advisor to treat us All our relationships begin with a thorough understanding of their current situation expectations and goals Our investment philosophy values liquidity transparency capital preservation and cost eff ectiveness One result is that we have second- and even third-generation clients which is gratifying to us Come what may we are confi dent that we will be a valuable team to have working on your behalf

The Birch Lane Group

100 South Bedford Road bull Mt Kisco NY 10549Offi ce (914) 244-7083

charlessellermssbcomwwwfasmithbarneycomthebirchlanegroup

copy 2012 Morgan Stanley Smith Barney LLC Member SIPCPortfolio Management is an advisory program in which the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a wide range of securities

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Man

agers



Donna Goldman Hirsch and Howard Hirsch

We Share the Same Side of the Table As Our Clients

bull Relationships where trust is earned

bull Securitize your future

bull Creating your own personal legacy

Senior Directors ndash Investments

Donna Goldman Hirsch CFPreg Left to right Three-year winners Donna Goldman Hirsch and Howard Hirsch

Life transitions can be complex and overwhelming Our role is to listen to your concerns We give our more than 50 years of combined fi nancial experience at your disposal to create strategies to help work towards achieving your fi nancial goals ease your concerns and respect your bottom line Our practice emphasizes family integrity objectivity hard work and personal service Additional focus loss of partner and philanthropy

Oppenheimer amp Co Inc 360 Hamilton Avenue

White Plains NY 10601

Phone (866) 504-3746

donnagoldmanopcocom bull howardhirschopcocom faopcocomgoldman_hirsch

Oppenheimer amp Co Inc Transacts Business on All Principal Exchanges and Member SIPC

Graef Financial Group

Where Money Meets Lifereg

bull Values-based fi nancial planning

bull 30 years of experience

bull Comprehensive coordinated team approach

Principal Financial Planner

Robert E Graef CFPreg ChFCreg CRPCreg Two-year winner Robert E Graef

What would your life be like if you had a fi nancial strategy that was based on what is truly important to you mdash your values With that framework we can discuss your current fi nancial reality set important milestones in your life and create an inspiring strategy to help preserve and protect your wealth for you and your family

Our process can help you to gain clarity and focus about your fi nancial situation and your life Are you ready for the journey

800 Westchester Avenue Suite S-504 Rye Brook NY 10573

Direct (914) 305-9021 bull Offi ce (914) 301-9020

BobGraeffi nancialgroupcom WhereMoneyMeetsLifecom

Robert Graef is a Registered Representative of Lincoln Financial Advisors Corp Securities offered through Lincoln Financial Advisors Corp a broker dealer Investment advisory services offered through Sagemark Consulting a division of Lincoln Financial Advisors Corp a registered investment advisor Insurance offered through Lincoln affiliates and other fine companies CRN 201206-2068954

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Man

agers



Michael Mancusi

Holistic Approach to Financial Planning

bull Passionate sincere honest creative and candid

bull A keen focus on educating clients

bull Deeply customized solutions

Areas of Focus Financial Estate and Investment PlanningTitles Senior Financial Planner Financial Services RepresentativeLeft to right Amy Mancusi and two-year winner Michael Mancusi

Over the past 10 years Mike has been helping families business owners and individuals improve their fi nancial picture Every fi nancial situation is unique and warrants careful and personalized analysis Mike and Amy are deeply grateful to their clients for their continued trust and look forward to many more years of service To Mike fi nancial independence is not just a catch phrase with diligence and creativity he aims to take the worry out of his clientsrsquo fi nancial profi le and ideally help improve and balance their lifestyles Every fi nancial recommendation has purpose

6 Corporate DriveShelton CT 06484

Phone (203) 513-6106

mmancusimetlifecomwwwmikemancusimetlifecom

Metropolitan Life Insurance Company (MLIC) New York NY 10166 Securities and fee-based financial planning services are offered through MetLife Securities Inc (MSI) a broker-dealer (Member FINRASIPC) and a Registered Investment Adviser MLIC and MSI are MetLife Inc companies L0612265738[exp0713][CT]

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Joseph P Lucia and Associates Group

Creating Trust Through Service

bull Comprehensive fi nancial planning

bull Wealth and investment management

bull Estate planning

Titles Wealth Manager FinancialEstate Planner Credentials RFCreg MBA

Left to right Two-year winner Brian S Geary Esq John E Sloan two-year winner Joseph P Lucia Satish Mehta

Joseph P Lucia amp Associates LLC is a team of highly motivated individuals dedicated to the design implementation and management of fi nancial plans and investments for individuals small businesses and other institutions We off er personalized unbiased advice while successfully integrating a comprehensive wealth management experience in one convenient relationship We endeavor to exceed our clients expectations while dedicating ourselves to their peace of mind

888 Route Six Plaza bull Mahopac NY 10541 600 Mamaroneck Avenue bull Harrison NY 10528

Mahopac (845) 621-7200 bull Harrison (914) 455-4000

jlucialuciaandassociatesnet wwwluciaandassociatesnet

Securities offered through Great American Investors Inc 6025 Metcalf Lane Overland Park Kansas 66202 (913) 384-1800 Member FINRA SIPC wwwfinraorg

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Man

agers



Addison M Sherman Mary Ellen Tompkins

Every Investment ShouldBegin With a Plan

bull We can help you with tailored investment strategies and then assist you in managing and preserving your wealth

Addison M Sherman Senior Vice President Financial Advisor Financial Planning Specialist Mary Ellen Tompkins CRPCreg First Vice President Financial Advisor Financial Planning SpecialistLeft to right Two-year winners Addison M Sherman and Mary Ellen Tompkins

Our approach is simple We want to know as much as we can about our clients so that we are in the best possible position to help and that does not mean we just want to know about fi nancesTrue we have to understand what your assets and liabilities are and how your portfolio is structured But whatrsquos important are your goals for yourself and your family your feelings about where you are fi nancially and what you still hope to achieve Then we can work with you to develop strategies that help you get thereAddison M Sherman 2011 ndash 2012 Five Star award winner and Mary Ellen Tompkins 2011 ndash 2012 Five Star award winner

100 South Bedford RoadMount Kisco NY 10549

Addison Sherman (914) 242-2126Mary Ellen Tompkins (914) 242-2123

fasmithbarneycomtheheritagegroup


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David Passman

Experience Makes the Diff erence

bull Our relationships are guided by trust and integrity

bull Clients should assume the least amount of risk to accomplish their goals

David Passman Managing Director ndash Investments PIM Portfolio Manager Aaron L Saperstein Managing Director ndash InvestmentsLeft to right Five Star award winner David Passman Aaron Saperstein

Westchester Wealth Management Group is comprised of senior fi nancial advisors each with more than 25 years of industry experience We help individuals identify and solve the critical issues which frequently accompany affl uence While our primary focus is on prudent investment management our clients often engage us to become their personal ldquoChief Financial Offi cerrdquo and to help them organize simplify and better manage their fi nancial lives Our mission is to help individuals families and organizations achieve and maintain fi nancial security Our process is designed to provide comprehensive experienced investment counsel and oversight

Westchester Wealth Management Group of Wells Fargo Advisors LLC

2500 Westchester Avenue Suite 202 Purchase NY 10577

Phone (914) 253-7600

davidpassmanwellsfargoadvisorscom wwwwestchesterwealthcom


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Man

agers



Lawrence J DeNoia

994 Main St Peekskill NY 10566 Offi ce (914) 734-2800 Ext 20 Toll-free (800) 290-6534 larryitistrategiescom wwwitistrategiescom

bull Business succession planning bull Income for life strategies bull Financial-planning and tax solutions

President

CFPreg CPA MBA

Todays Plan for Tomorrows Dreams

As a CERTIFIED FINANCIAL PLANNERtrade practitioner for more than 20 years I specialize in working with individuals professionals and businesses to develop strong strategic fi nancial plans to help you achieve your objectives In 1993 I founded ITI Strategies Inc as well as a fully independent tax-preparation practice I frequently lecture on fi nancial planning to professional societies and not-for-profi t organizations I am fully committed to my community and sit on several community boards of directors Securities and Investment Advisory Services offered through NFP Securities Inc Member FINRASIPC

NFP Securities Inc is not affiliated with ITI Strategies Inc or Five Star Professional NFP Securities Inc does not provide tax or legal advice

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Year

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Donald J Amoruso

100 Summit Lake Dr Ste 150 Valhalla NY 10595 Offi ce (914) 747-0200 Ext 303 Direct (914) 424-1034 donaldjamorusoampfcom

bull Focus on client needs goals and strategy bull Professionally manage wealth accumulation bull Plan for retirement and estate transfer


Advice to Build Wealth

Mr Amoruso brings to his practice vast professional experience as a fi nancial advisor former senior executive in a Dow Jones industrial company chairman and CEO of a public high-technology company and community leadership as board trustee of nonprofi t organizations Visit wwwameripriseadvisorscom donaldj amoruso for more informationInvestors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC


Debra P Stokes

Utilizing a Global Expertise

bull Limited number of select clients

bull Customized fi nancial planning

bull Personalized portfolio management

Vice President Financial AdvisorChartered Retirement Planning CounselorSM

My clients are usually high-net-worth individuals and families I focus on the transfer of wealth through multigenerations through a planning-based approach taking into consideration taxes charitable giving and philanthropy in order to help create a legacy I work very closely with my clientsrsquo attorneys and CPAs to create a collaborative plan that will be monitored through ongoing scheduled client review meetings to ensure that the plan is implemented

2000 Westchester Avenue Suite 1NCPurchase NY 10577

Offi ce (914) 225-5477 bull Toll-free (888) 499-8544

debrastokesmssbcom wwwmorganstanleycomfadebrastokes


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Man

agers



Gregory M Fisk

2000 Westchester AvePurchase NY 10577Direct (914) 225-8200GregoryFiskmssbcom

bull Providing the highest level of personal servicebull More than 30 years of experience in fi nancial servicesbull Helping manage investment portfolios to buildpreserve your wealth

Area of Focus Personalized Investment Management

Senior Vice President Financial Advisor Five Star winner 2009 ndash 2012

Dedicated to Your Investment Needs

In todayrsquos market it is essential to have an experienced fi nancial advisor who can provide insight and guidance based on an understanding of your specifi c situation As your fi nancial advisor I will work with you to help you reach your fi nancial objectives To learn more about my services please feel free to call me


Mark Egener

501 Harris Rd Bedford Hills NY 10507 Toll-free (800) 985-5806Offi ce (914) 234-0261markegenerlplcom wwwewmghelpcom

bull Setting realistic investment expectationsbull Portfolio optimizationbull Asset allocation attribution analysis rebalancing

President Chief Investment Offi cer LPL Financial Advisor Life Insurance Agent CRPSreg CIMAreg LPL Investment Advisor Representative

Customized Investment Advice

Our vision as a wealth management fi rm is to help clients develop realistic investment objectives This is often not an easy task as people have diff erent interpretations or ideas about appropriate rates of return and volatility The real value of an investment advisor is to help crystallize for the client the relationship between risk and return Our fi rm is dedicated to keeping our customers on track and focused

Securities and Advisory Services Offered through LPL Financial A Registered Investment Advisor Member FINRASIPC

Russell E Glickstern

280 N Bedford Rd Ste 205Mt Kisco NY 10549Offi ce (914) 244-9470russellglicksternlplcomwwwlplcomrussellglickstern

bull Personalized servicebull Regular reviewsbull Business built on referrals

Title Financial Consultant

Credential CFPreg

Solid Strategies for a Sound Future

While the media creates headlines that seem designed to distract and dismay I fi lter out the noise to keep my clientsrsquo portfolios consistent and true to stated objectives As an independent adviser I create unbiased customized investment strategies to help build protect and transfer my clientsrsquo wealth I am committed to helping individuals and families pursue their life goals

Member FINRASIPC

Anthony K Greier

435 Main St Armonk NY 10504 Offi ce (914) 273-5260 anthonygreierciticom

bull Integrity with high standards of excellence bull Multigenerational fi nancial-planning focus bull Tax-effi cient retirement income strategies

First Vice President ndash Wealth Management

CFPreg Accredited Investment Fiduciaryreg

Personal Professional Caring Advice

Tony applies a high standard of fi duciary responsibility to each of his clients portfolios He has considerable experience in working with highly affl uent and sophisticated families A large part of his success is attributed to the consistent interaction he puts forth to gain understanding of his clients complex fi nancial needs and strategies His background in accounting along with his CFPreg credential helps Tony incorporate all aspects of the fi nancial planning process

Investment and Insurance products not FDIC insured not a bank deposit may lose value Citi Personal Wealth Management is a business of Citigroup Inc which o ers investment products through Citigroup Global

Markets Inc member SIPC Insurance products are o ered through Citigroup Life Agency LLC (ldquoCLArdquo)

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Man

agers



Kathleen Hartford

93 Lake Ave Danbury CT 06810 Offi ce (203) 744-6000 Toll-free (800) 535-0888 kathleenhartfordwellsfargoadvisorscom

bull Helps clients create and manage wealth bull Investment planning and asset allocation bull Continued monitoring and dedicated service

Titles Senior Vice President ndash Investments Financial Advisor

A Personal Approach to Investing

Kathy helps clients take fi nancial inventory and educates them on the diff erent types of risk involved in investing She then builds a custom portfolio based on the clients unique time frame objectives and risk tolerance Finally she stays in touch continually monitoring and reviewing the portfolio with the clientShe says ldquoI am passionate about my work Irsquom always here for my clientsrdquo

Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star

selection process Wells Fargo Advisors LLC Member SIPC [CAR 0612-0349]

Ira L Kornblatt

2000 Westchester Ave Ste 1 NCPurchase NY 10577Offi ce (914) 225-5444Toll-free (888) 499-8544irakornblattmssbcommorganstanleycomfairakornblatt

bull 27 years of experience as a fi nancial advisorbull Comprehensive investment managementbull Helping to manage risk

First Vice President Wealth Advisor Five Star award winner 2011 ndash 2012 CERTIFIED FINANCIAL PLANNERtrade

Experience Integrity Service

I believe many investors have become too paralyzed to act in todayrsquos unsettled world and they have let their portfolios remain stagnant or worse they have refrained from investing altogether Your investment decisions should not be driven by fear Changing market conditions may often create opportunities I would greatly appreciate working with you to match these potential opportunities to your unique situation


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Deanna J Moriarty

565 Taxter Rd Ste 625 Elmsford NY 10523 Cell (518) 965-5560 Toll-free (800) 492-3553 Ext 28243 dmoriartymetlifecom wwwDeannaMoriartycom

bull Gain confi dence mdash know your retirement plan bull Can your childrenrsquos college dreams happen bull What kind of life insurance do you need

Financial Services Representative Investment Advisor Representative

Series 7 63 65 Life Accident and Health Insurance (NY Conn)

Empowering Women With Their Money

My mission is to empower women to make smart decisions about their money and insurance I started my career 18 years ago when I got divorced At that time I didnt have a clue about how to invest my money or what type of insurance was right for me and my two young children I want to help women make decisions that are right for them so they can sleep at night end the fear and feel confi dent knowing that they have a plan

Metropolitan Life Insurance Company (MLIC) New York NY 10166 Securities and investment advisory services offered through MetLife Securities Inc (MSI)(member FINRASIPC) a Registered

Investment Advisor MLIC and MSI are MetLife Companies

Marcia S Kaplan

80 E Hartsdale Ave Ste 104 Hartsdale NY 10530 Offi ce (914) 289-0700 Ext 12 Direct (914) 289-0021 marciaskaplanampfcom

bull Comprehensive fi nancial planning approach bull Investment strategies in uncertain times bull Retirement insurance and estate planning strategies

Areas of Focus Individuals Business Owners

CFPreg CRPCreg

Caring Advice Tailored to Your Needs

Marcia is honored to be a Five Star award winner for the fourth consecutive year As a Financial Advisor with Ameriprise Financial for 18 years she believes that taking a disciplined and integrated approach to planning is the best way to help clients reach their fi nancial goals

Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment

and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all

jurisdictions or to all clients

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Man

agers



Janet Press

Janet Press Wealth Management 555 Taxter Rd Ste 190 Elmsford NY 10523

Offi ce (914) 909-1569

jpressjpwealthmgmtcom

bull Ongoing consultative process to manage your fi nances bull Comprehensive and detailed approach bull Effi cient execution and implementation of investments

Credentials CFSreg CDFAtrade CLTC

Helping Women Achieve Financial Independence

At Janet Press Wealth Management we take things personally We involve ourselves in every aspect of our clientsrsquo fi nancial aff airs From buying a car to retirement income we use a comprehensive approach to understanding our clientsrsquo unique needs We specialize in working with women who are single divorced or widowed in addition to couples and help them understand how to reach their fi nancial goalsSecurities and Investment Advisory Services offered through NFP Securities Inc Member FINRA

SIPC NFP Securities Inc is not affiliated with Janet Press Wealth Management or Five Star Professional

Michael Smeriglio III

The Benedict Financial Group an Office of MetLife 23 Benedict Pl Greenwich CT 06830

Phone (203) 422-6452

msmerigliometlifecom thebenedictfi nancialgroupcom

bull Integrity and high standards of excellence bull Empowering clients with fi nancial education bull Help to reduce the fi nancial risks of life

Financial Planner Financial Services Representative

CFPreg CPA PFS

Integrity and Personalized Service

Michael seeks to build and preserve your wealth with a user-friendly and professional approach His mission is to help you achieve fi nancial freedom and success and maintain it through the changing fi nancial climate With more than 20 years of experience Michael is a chairmans council producer with MetLife In addition to providing general practitioner support to clients Michaels area of expertise is comprehensive planning coordinated with tax planning Metropolitan Life Insurance Company (MLIC) NY NY 10036 Securities and Investment Advisory Services are offered by MetLife Securities Inc (MSI) (Member FINRASIPC) and a Registered Investment Adviser MLIC and MSI are MetLife Inc Companies L0612262929[exp0613][CT NY]

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Craig D Solar Esq

800 Westchester Ave Ste N-641 Rye Brook NY 10573 Phone (914) 269-8783 CraigSolarLawFirmcom wwwSolarLawFirmcom

bull The people you love bull The causes you support bull The legacy you wish to leave

Areas of Focus Estate Planning Estate and Trust Administration

Credentials JD LLM (Masterrsquos in Taxation)

Large-Firm Quality Small-Firm Style

Solar Law is a boutique law fi rm concentrating in trusts and estates Craig Solar counsels and represents clients in all aspects of estate planning as well as estate and trust administration mattersCraig Solar the principal of the fi rm was trained at a large prestigious Manhattan law fi rm At Solar Law a client receives the quality and professionalism one would expect from a large fi rm coupled with the intimacy only a small fi rm can provide

Attorney Advertising

800 Westchester Ave Rye Brook NY 10573 Direct (914 ) 269-6727 roberthberardampfcom wwwameripriseadvisorscomroberthberard CERTIFIED FINANCIAL PLANNERtrade CFSreg

Robert H Berard

My passion is delivering customized financial solutions for today and tomorrow through one-on-one personalized financial planning relationships I specialize in retirement income strategies

Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a

guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC

Financial planning is a holistic approach to financial well being

mdash Five Star award winner

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Man

agers



Interstate Financial Group 104 Smith AveMt Kisco NY 10549Phone (914) 729-0230 Credential CFPregFocus Retirement Estate Investment and Insurance Planning

Robert E Mathias

With 20 years of experience Rob helps people by utilizing his knowledge expertise dynamic staff and information systems with an intense focus on service and relationships

Matson Financial Advisors Inc4 Mountain View Ter Ste 104Danbury CT 06810Phone (203) 743-0131michaelmatsonfinancialcommatsonfinancialadvisorscom

Michael Matson

We are a caring team of skilled and trusted f inancial professionals dedicated to maintaining long-term client relationships focused on achieving retirement security

SEC-Registered Investment Advisor

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427 Bedford Rd Ste 390 Pleasantville NY 10570 Phone (914) 747-5959 michaellmcquaidampfcom ameripriseadvisorscommichaellmcquaid Financial Advisor CFPreg JD

Michael L McQuaid

I help you meet your financial needs and plan for the future I look at your entire financial picture ask the right questions and listen closely to your answers to make you feel comfortable that the advice I provide reflects your personal dreams and goals



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259 Rte 52 Carmel NY 10512 Office (845) 225-4550 Toll-free (866) 544-1230 billdwyerwellsfargocom Vice President ndash Investments Financial Advisor

William A Dwyer III

I have found that the most important part of the process in developing a plan for success is to listen to the client

Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for important

information on the scope of the award and the Five Star selection process [CAR 0612-00641]

Investment and Insurance Products

Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank a liate of wells Fargo amp Company

Not FDIC-Insured NO Bank Guarantee MAY Lose Value

800 Westchester AveRye Brook NY 10573Office (914) 253-0880anthonyslesicaampfcom Financial Advisor CFPreg

Anthony S Lesica

Anthony has near ly t wo decades of experience providing financial planning



139141ACMR0612

3 Landmark Sq Stamford CT 06901 Office (203) 351-9326 skipmortonrbccom wwwmortonmcgrathgroupcom Senior Vice President ndash Branch Director

Skip Morton

My goal is to assist my clients in building a sound wealth management plan and a por tfol io designed for growth and preservation of capital My emphasis is on generating income and avoiding foolhardy risk in a volatile atmosphere

RBC Wealth Management a division of RBC Capital Markets LLC Member NYSEFINRASIPC

Citi Personal Wealth Management725 White Plains RdScarsdale NY 10583Phone (914) 472-3021EdwardRGibsonCiticom Title Director ndash Wealth Management

Ted Gibson

Ted Gibson has been helping clients work towards their financial goals for more than 20 years

INVESTMENT AND INSURANCE PRODUCTS NOT FDIC INSURED middot NOT A BANK DEPOSIT middot NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY middot NO BANK

GUARANTEE middot MAY LOSE VALUECiti Personal Wealth Management is a business of Citigroup Inc which o ers

investment products through Citigroup Global Markets Inc (ldquoCGMIrdquo) member SIPC Insurance products are o ered through Citigroup Life Agency LLC (ldquoCLArdquo)

CGMI CLA and Citibank NA are a liated companies under the common control of Citigroup Inc Citi and Citi with Arc Design are registered service

marks of Citigroup Inc or its a liates

2000 Westchester Ave Ste 1NC Purchase NY 10577 Phone (914) 225-6336 josephgrillomssbcom morganstanleycomfajosephgrillo

First Vice President Financial Advisor

Joseph P Grillo Jr

Focus Comprehensive wealth management retirement and insurance planning strategies

I work closely with families and business owners to develop wealth-management solutions to help them pursue their goals Please contact me to discuss your planning needs Five Star award winner 2009 2011 and 2012


501 Merritt 7 Norwalk CT 06851 Phone (203) 523-4238 edwardrpardonampfcom Financial Advisor Vice President

Edward R Pardon

Areas of focus are portfolio construction and development combined with other strategies to enhance portfolio income wealth preservation distribution planning and inflation protection options for those at or near retirement

Investors should conduct their own evaluation of a nancial professional as working with a nancial advisors not a guarantee

of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC

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Man

agers



100 S Bedford RdMount Kisco NY 10549Phone (914) 242-2151jackmzitomermssbcom Titles Senior Vice President Financial Advisor

Jack M Zitomer

With 28 years of experience as a financial advisor Jackrsquos goal is to help clients preserve their wealth and achieve their desired rate of return Five Star winner from 2009 ndash 2012


Professional Financial Consultants 334 Underhill Ave Ste 2-DYorktown Heights NY 10598 Phone (914) 455-2200 settemp7aecadaretgrantcom professionalfinancialconsultantscom Title Financial Consultant

Philip Settembrino

Since 2001 Philip has provided independent financial advice to businesses families and individuals Clients can expect a thorough flexible plan with superior service focused in the areas of retirement and income planning

Securities o ered through Cadaret Grant amp Co Inc Member FINRASIPC

100 S Bedford Rd Mt Kisco NY 10549Phone (914) 244-7086wwwfasmithbarneycomrosenberg

First Vice President Financial Advisor Portfolio Manager Financial Planning Specialist CFPreg MBA

Robert Rosenberg

Driven to develop a long-term financial relationship built on integrity quality service and trusted advice I strive to help meet my clientsrsquo needs and exceed their expectations Five Star winner 2009 and 2011 ndash 2012

copy 2012 Morgan Stanley Smith Barney LLC Member SIPC copy Five

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Man

agers



Wishful thinking is not planning If you plan for the worst you will never be unpleasantly surprisedrdquo

What matters most is how you recover from setbacksrdquo

Only invest in something that you understandrdquo

Insights from Five Star Wealth Managers

Clients donrsquot care how much you know until they know how much you carerdquo

bull Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers

bull The Five Star award is not indicative of the wealth managerrsquos future performance bull Wealth managers may or may not use discretion in their practice and therefore may not manage

their clientsrsquo assets bull The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed

as an endorsement of the wealth manager by Five Star Professional or Westchester Magazine bull Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future

investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future

bull Five Star Professional is not an advisory firm and the content of this article should not be considered financial advice For more information on the Five Star award and the researchselection methodology go to wwwfivestarprofessionalcom

bull (1) 1598 award candidates in the Westchester area were considered for the Five Star Wealth Manager award 300 (approximately 19 percent of the award candidates) were named 2012 Five Star Wealth Managers

diSCloSureSresearch

2012

The Five Star award goes to less than 7 percent of wealth managers

Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2012 Five Star Wealth Managers(2)

Eligibility Criteria ndash Required(3)

1 Credentialed as an investment advisory representative (IAR) a FINRA-registered representative a CPA or a licensed attorney

2 Actively employed as a credentialed professional in the financial services industry for a minimum of five years

3 Favorable regulatory and complaint history review(4) 4 Fulfilled their firm review based on internal firm standards 5 Accepting new clients

Evaluation Criteria ndash Considered(3)

6 One-year client retention rate (the average one-year client retention rate of this yearrsquos award winners is more than 96 percent)

7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered (this

yearrsquos award winners administer an average of $111 million in client assets)9 Number of client households served (on average this yearrsquos award winners serve 263

households)10 Education and professional designations

oF aWard WinnerSdetermination

(2) Wealth managers were required to certify that any information they provided was accurate (3) Criteria 4 8 and 9 do not apply to attorneys or CPAs(4) As defined by Five Star Professional the wealth manager has not

bull Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine bull Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or

Five Star Professionalrsquos consumer complaint processbull Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority bull Filed for personal bankruptcybull Been convicted of a felony

Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists Data submitted through these processes was applied per the above criteria

bull Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed above

bull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth managerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the

opportunity to submit complaints regarding a wealth manager More than 20600 households in the Westchester area were contacted

The Five Star Wealth Manager selection criteria was updated for the 2012 award year 2005 ndash 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients peers and industry experts No more than 7 percent of wealth managers receive the award each year The selection process for the 2005 ndash 2011 award winners can be found at wwwfivestarprofessionalcom2011wealth_managers_research_overviewphp

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Man

agers





Consultants






Robert Graef Graef Financial Group Page 13








Management























































Joseph P Grillo Jr Morgan Stanley Smith Barney 0
























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Man

agers











































































































Lewis Pace Pace CPA



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Elana Milianta














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Man

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Paul Bronzo




bull Trust services








How We Do It











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Man

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Phone (866) 504-3746
















Two-

Year

Winn

er

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Michael Mancusi








Phone (203) 513-6106



Two-

Year

Winn

er













Two-

Year

Winn

er

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Two-

Year

Winn

er

David Passman








Phone (914) 253-7600



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agers



Lawrence J DeNoia



President

CFPreg CPA MBA




Two-

Year

Winn

er

Donald J Amoruso







Debra P Stokes











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Man

agers



Gregory M Fisk








Mark Egener











Credential CFPreg



Member FINRASIPC

Anthony K Greier









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Man

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Kathleen Hartford








Ira L Kornblatt







Two-

Year

Winn

er

Deanna J Moriarty









Marcia S Kaplan




CFPreg CRPCreg






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agers



Janet Press


Offi ce (914) 909-1569









Phone (203) 422-6452




CFPreg CPA PFS



Two-

Year

Winn

er

Craig D Solar Esq









Robert H Berard






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Robert E Mathias



Michael Matson



Two-

Year

Winn

er


Michael L McQuaid




Two-

Year

Winn

er


William A Dwyer III








Anthony S Lesica




139141ACMR0612


Skip Morton




Ted Gibson









Joseph P Grillo Jr





Edward R Pardon




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Jack M Zitomer




Philip Settembrino





Robert Rosenberg



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Consultants






Robert Graef Graef Financial Group Page 13








Management























































Joseph P Grillo Jr Morgan Stanley Smith Barney Page 20
























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Lewis Pace Pace CPA



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Elana Milianta














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Paul Bronzo




bull Trust services








How We Do It











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Phone (866) 504-3746
















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Year

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er

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Michael Mancusi








Phone (203) 513-6106



Two-

Year

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er













Two-

Year

Winn

er

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Two-

Year

Winn

er

David Passman








Phone (914) 253-7600



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Phone (203) 422-6452




CFPreg CPA PFS



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Offi ce (914) 909-1569









Phone (203) 422-6452




CFPreg CPA PFS



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William A Dwyer III








Anthony S Lesica




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Skip Morton




Ted Gibson









Joseph P Grillo Jr





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Ira L Kornblatt







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Janet Press


Offi ce (914) 909-1569









Phone (203) 422-6452




CFPreg CPA PFS



Two-

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Lawrence J DeNoia



President

CFPreg CPA MBA




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Donald J Amoruso







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Credential CFPreg



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Ira L Kornblatt







Two-

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Janet Press


Offi ce (914) 909-1569









Phone (203) 422-6452




CFPreg CPA PFS



Two-

Year

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Craig D Solar Esq









Robert H Berard






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Michael Matson



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Michael L McQuaid




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William A Dwyer III








Anthony S Lesica




139141ACMR0612


Skip Morton




Ted Gibson









Joseph P Grillo Jr





Edward R Pardon




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Lawrence J DeNoia



President

CFPreg CPA MBA




Two-

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Donald J Amoruso







Debra P Stokes











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Gregory M Fisk








Mark Egener











Credential CFPreg



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Kathleen Hartford








Ira L Kornblatt







Two-

Year

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Deanna J Moriarty









Marcia S Kaplan




CFPreg CRPCreg






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Janet Press


Offi ce (914) 909-1569









Phone (203) 422-6452




CFPreg CPA PFS



Two-

Year

Winn

er

Craig D Solar Esq









Robert H Berard






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Robert E Mathias



Michael Matson



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Michael L McQuaid




Two-

Year

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William A Dwyer III








Anthony S Lesica




139141ACMR0612


Skip Morton




Ted Gibson









Joseph P Grillo Jr





Edward R Pardon




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Two-

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Lawrence J DeNoia



President

CFPreg CPA MBA




Two-

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Donald J Amoruso







Debra P Stokes











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Gregory M Fisk








Mark Egener











Credential CFPreg



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Anthony K Greier









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Kathleen Hartford








Ira L Kornblatt







Two-

Year

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Deanna J Moriarty









Marcia S Kaplan




CFPreg CRPCreg






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Man

agers



Janet Press


Offi ce (914) 909-1569









Phone (203) 422-6452




CFPreg CPA PFS



Two-

Year

Winn

er

Craig D Solar Esq









Robert H Berard






copy Five

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Man

agers




Robert E Mathias



Michael Matson



Two-

Year

Winn

er


Michael L McQuaid




Two-

Year

Winn

er


William A Dwyer III








Anthony S Lesica




139141ACMR0612


Skip Morton




Ted Gibson









Joseph P Grillo Jr





Edward R Pardon




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Jack M Zitomer




Philip Settembrino





Robert Rosenberg



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Man

agers













Phone (866) 504-3746
















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Man

agers



Michael Mancusi








Phone (203) 513-6106



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Year

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Two-

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Man

agers












Two-

Year

Winn

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David Passman








Phone (914) 253-7600



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Man

agers



Lawrence J DeNoia



President

CFPreg CPA MBA




Two-

Year

Winn

er

Donald J Amoruso







Debra P Stokes











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Man

agers



Gregory M Fisk








Mark Egener











Credential CFPreg



Member FINRASIPC

Anthony K Greier









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Man

agers



Kathleen Hartford








Ira L Kornblatt







Two-

Year

Winn

er

Deanna J Moriarty









Marcia S Kaplan




CFPreg CRPCreg






copy Five

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Man

agers



Janet Press


Offi ce (914) 909-1569









Phone (203) 422-6452




CFPreg CPA PFS



Two-

Year

Winn

er

Craig D Solar Esq









Robert H Berard






copy Five

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Man

agers




Robert E Mathias



Michael Matson



Two-

Year

Winn

er


Michael L McQuaid




Two-

Year

Winn

er


William A Dwyer III








Anthony S Lesica




139141ACMR0612


Skip Morton




Ted Gibson









Joseph P Grillo Jr





Edward R Pardon




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Star P

rofess

ional

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Jack M Zitomer




Philip Settembrino





Robert Rosenberg



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Man

agers



Michael Mancusi








Phone (203) 513-6106



Two-

Year

Winn

er













Two-

Year

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er

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Man

agers












Two-

Year

Winn

er

David Passman








Phone (914) 253-7600



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Man

agers



Lawrence J DeNoia



President

CFPreg CPA MBA




Two-

Year

Winn

er

Donald J Amoruso







Debra P Stokes











copy Five

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rofess

ional

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Man

agers



Gregory M Fisk








Mark Egener











Credential CFPreg



Member FINRASIPC

Anthony K Greier









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Man

agers



Kathleen Hartford








Ira L Kornblatt







Two-

Year

Winn

er

Deanna J Moriarty









Marcia S Kaplan




CFPreg CRPCreg






copy Five

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rofess

ional

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Man

agers



Janet Press


Offi ce (914) 909-1569









Phone (203) 422-6452




CFPreg CPA PFS



Two-

Year

Winn

er

Craig D Solar Esq









Robert H Berard






copy Five

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rofess

ional

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rofess

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Man

agers




Robert E Mathias



Michael Matson



Two-

Year

Winn

er


Michael L McQuaid




Two-

Year

Winn

er


William A Dwyer III








Anthony S Lesica




139141ACMR0612


Skip Morton




Ted Gibson









Joseph P Grillo Jr





Edward R Pardon




copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

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Man

agers




Jack M Zitomer




Philip Settembrino





Robert Rosenberg



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Man

agers












Two-

Year

Winn

er

David Passman








Phone (914) 253-7600



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ional

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Man

agers



Lawrence J DeNoia



President

CFPreg CPA MBA




Two-

Year

Winn

er

Donald J Amoruso







Debra P Stokes











copy Five

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rofess

ional

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Man

agers



Gregory M Fisk








Mark Egener











Credential CFPreg



Member FINRASIPC

Anthony K Greier









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rofess

ional

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rofess

ional

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Man

agers



Kathleen Hartford








Ira L Kornblatt







Two-

Year

Winn

er

Deanna J Moriarty









Marcia S Kaplan




CFPreg CRPCreg






copy Five

Star P

rofess

ional

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ional


Man

agers



Janet Press


Offi ce (914) 909-1569









Phone (203) 422-6452




CFPreg CPA PFS



Two-

Year

Winn

er

Craig D Solar Esq









Robert H Berard






copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

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rofess

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Man

agers




Robert E Mathias



Michael Matson



Two-

Year

Winn

er


Michael L McQuaid




Two-

Year

Winn

er


William A Dwyer III








Anthony S Lesica




139141ACMR0612


Skip Morton




Ted Gibson









Joseph P Grillo Jr





Edward R Pardon




copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

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rofess

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Man

agers




Jack M Zitomer




Philip Settembrino





Robert Rosenberg



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ional

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Man

agers



Lawrence J DeNoia



President

CFPreg CPA MBA




Two-

Year

Winn

er

Donald J Amoruso







Debra P Stokes











copy Five

Star P

rofess

ional

copy Five

Star P

rofess

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Man

agers



Gregory M Fisk








Mark Egener











Credential CFPreg



Member FINRASIPC

Anthony K Greier









copy Five

Star P

rofess

ional

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Star P

rofess

ional

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rofess

ional


Man

agers



Kathleen Hartford








Ira L Kornblatt







Two-

Year

Winn

er

Deanna J Moriarty









Marcia S Kaplan




CFPreg CRPCreg






copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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rofess

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ional


Man

agers



Janet Press


Offi ce (914) 909-1569









Phone (203) 422-6452




CFPreg CPA PFS



Two-

Year

Winn

er

Craig D Solar Esq









Robert H Berard






copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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Man

agers




Robert E Mathias



Michael Matson



Two-

Year

Winn

er


Michael L McQuaid




Two-

Year

Winn

er


William A Dwyer III








Anthony S Lesica




139141ACMR0612


Skip Morton




Ted Gibson









Joseph P Grillo Jr





Edward R Pardon




copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

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Man

agers




Jack M Zitomer




Philip Settembrino





Robert Rosenberg



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ional

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rofess

ional


Man

agers



Gregory M Fisk








Mark Egener











Credential CFPreg



Member FINRASIPC

Anthony K Greier









copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

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Star P

rofess

ional


Man

agers



Kathleen Hartford








Ira L Kornblatt







Two-

Year

Winn

er

Deanna J Moriarty









Marcia S Kaplan




CFPreg CRPCreg






copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

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rofess

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rofess

ional


Man

agers



Janet Press


Offi ce (914) 909-1569









Phone (203) 422-6452




CFPreg CPA PFS



Two-

Year

Winn

er

Craig D Solar Esq









Robert H Berard






copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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Man

agers




Robert E Mathias



Michael Matson



Two-

Year

Winn

er


Michael L McQuaid




Two-

Year

Winn

er


William A Dwyer III








Anthony S Lesica




139141ACMR0612


Skip Morton




Ted Gibson









Joseph P Grillo Jr





Edward R Pardon




copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

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Man

agers




Jack M Zitomer




Philip Settembrino





Robert Rosenberg



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ional

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ional

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Man

agers



Kathleen Hartford








Ira L Kornblatt







Two-

Year

Winn

er

Deanna J Moriarty









Marcia S Kaplan




CFPreg CRPCreg






copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

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rofess

ional

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rofess

ional

copy Five

Star P

rofess

ional


Man

agers



Janet Press


Offi ce (914) 909-1569









Phone (203) 422-6452




CFPreg CPA PFS



Two-

Year

Winn

er

Craig D Solar Esq









Robert H Berard






copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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ional

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rofess

ional


Man

agers




Robert E Mathias



Michael Matson



Two-

Year

Winn

er


Michael L McQuaid




Two-

Year

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