Broker Check

Partners

Partners 

Josh L. Becker

I have always been fascinated by the idea that people are usually as happy as they make their minds up to be. I believe that the more people can stay open to possibilities, the more happiness and fulfillment they can add to their...
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Lyle Domenitz

There are many ways to run a business, but I believe in love-driven leadership. I was fortunate to learn this when I started working at my Bronx neighborhood dry cleaner at the age of nine, a lesson I combined with my natural business...

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Jeffrey M. Neeck

Not many people can say that they’ve been a professional ballet dancer, sous chef at one of New York City’s hottest restaurants and partner at a premiere financial planning firm. My unusual career path has been paramount...

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Jerry Tavella

Most of my life has been spent on a team; it’s where I can be the best version of myself. Whether I’m acting as player or coach, my optimistic spirit and ability to break down challenges can bring clarity to even the most...
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Jerry Harnik

I believe that you will always be rewarded if you create value for others first. For me, success is not measured in awards or accolades, but in the quality of relationships and the conversations that lead to improved happiness and...

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Ronald S. Rosbruch

Ronald S. Rosbruch, CLU®, ChFC® is Partner Emeritus of Strategies for Wealth. Strategies for Wealth, a leading agency of the Guardian Life Insurance Company of America, represents a unique approach to financial services with an...

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