Our Business

We are a premier financial services practice. We strive to provide our clients with superior financial guidance, creative strategies and impeccable service in an environment that promotes security, prosperity and trust.



Our Planning Process

We believe in planning! The Harvard Business School studied their MBA graduates of the class of 1979 in relation to where they were 10 years following graduation. Less than 3% had written goals and plans, but those that did, had an average income ten times greater than those with no plan (What They Don't Teach You in the Harvard Business School, Mark McCormack, Bantum Books, 1984).

For this reason, most of our clients engage in a comprehensive and strategic financial planning process. We help them explore and discover their financial goals and dreams. Then, we help them reach those dreams.



Our Clients

They are people of means who are motivated to gain control over their financial situation, value professional guidance and are willing to implement changes in their financial lives to reach their goals.



Our Partnership

You may have seen Mary-Jo on CNBC Power Lunch or the Today Show, or may have heard her on Bloomberg radio. You may have seen her quoted in Money Magazine or, you may have seen her on stage at Carnegie Hall singing with the Oratorio Society of New York.



Zev is usually in the office, buried under a mountain of financial plans and business journals. Or, he may be at the latest industry conference exploring new products and ideas.



Bruce is usually out and about with his extensive network of community organizations and professional contacts.



But mostly, you will find us in the conference room with our clients. We take the time to get to know our clients, their financial fears and desires. We strive to successfully guide our clients to the pinnacle of financial success and security.

For additional Information on us, please click on our names below:

To help us maintain the highest level of service for our clients and meet their diverse financial needs, we maintain a staff as well as close relationships with a number of other AXA Associates.