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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Greg Selg, MBA

Investment Advisor Representative

631.439.4600 ext. 269


Our founding partner Greg Selg began providing financial advice more than 15 years ago. He has a Bachelors degree in Business Administration from St. Joseph's College and an MBA from the Zarb School of Business at Hofstra University....

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Jennifer Crawford graduated from St. Joseph's College with her Bachelor of Arts degree in Human Relations, an interdisciplinary major that bridges psychology and sociology.

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Beginning his career in the 1970’s, Ira provided comprehensive pension advice to Board of Education employees. Throughout the past 40 years, Ira has combined his extensive pension knowledge with financial planning to deliver a...

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