Our CLIENTS are the mainstay of our business.  Without YOU, we would not be.  Allow us the OPPORTUNITY TO SERVE YOU. 

WHY US?

 Convenience - we come to your place of business.

Accessibility - we will return calls evenings and weekends.

Affordable - we customize a plan to fit your needs with a price you can afford.

Knowledgeable - 30 years experience.

Client Oriented - we become part of your team when you become a client.

 Services include, but are not limited to….Corporate and LLC set-ups; Computerized Tax Preparation; IRS Representation: New Business Start-Ups; Loan Applications; Business License Applications; Corporate Dissolutions and Notary Service.

 We have dedicated ourselves to help small to medium sized business owners reach their full potential.  In turn, as our clients prosper and grow, so does our firm. We look forward to the opportunity of doing business with you.

Copier Sales, Service

ADvantage Marketing Co. is Your GOLF OUTING SPECIALIST! One stop shopping for all Your Imprinted Golf Needs: shirts, towels, balls, tees, plaques, raffle tickets, hole sponsor flags and signs

Want to develop a "Client Thank-You" Program or an "Employee Recognition" Program?   Visit our website for numerous logo items and register for our $1,000.00 Promotional Giveaway! "A great marketing & idea source for your business or organization"

*CAS (Certified Advertising Specialist) awarded by Promotional Products Association International to only 4% of the industry professionals. These high standards are achieved through qualified course work, rigorous testing, and maintained by participating in continuing education throughout the country.

Daniel Hall, President of Hall Homes Realty is a native Staten Islander and has been in business since 2001. Hall Homes Realty is a full service Real Estate office with 2 locations on the island, 141 McClean Avenue SI NY 10305 and 7247 Amboy Road SI NY 10307.

Hall Homes offers many unique services to assist buyers and seller through the home purchasing process. One such program is there innovative Trade Program. Which allows a buyer to purchase the home they want, without worrying about selling their current home. There is also VIP Buyer Profile System, which allows buyers to receive hot new listings as soon as they hit the market.  Hall Homes will marketing your home for all its worth. For more information on these or other great programs please give us a call or visit us at www.HallHomesRealty.

Allan Katz, CFP™, ChFC, CLU is President and a principle of Comprehensive Wealth Management Group, LLC, a full service financial planning firm that specializes in working with clients in the areas of wealth/asset accumulation and preservation, estate planning, retirement income needs, retirement planning, small business planning and education planning.  Allan spends most of his time guiding clients through the complex financial world.  He focuses on empowering both individuals and business owners to achieve their financial goals regardless how simple or complex through ongoing client education and communication in addition to a personalized approach to long term client relationships.

Allan was born in Brooklyn, raised in Staten Island and after receiving his Bachelor of Arts Degree in Economics from the State University of New York at Binghamton, Allan returned to Staten Island where he and his wife Elizabeth and their families live. After more than a decade working as a financial consultant for various firms including Citicorp Investment Services and The United Nations Federal Credit Union, and earning his Certified Financial Planner and Chartered Financial Consultant designations, Allan found himself at a crossroads.  His personalized approach to long term client relationships and his commitment to making a difference in the future of others led him to conclude that the only way to provide the highest level of service, research and complete financial planning was to establish his own independent firm.   Allan opened Richmond Financial Associates, Inc. in order to have the flexibility to determine the direction, effectiveness and the specific solutions that he brings to all his clients current and future needs.

Being a life long Staten Islander, Allan feels that this is his community and his home.  He is devoted to improving the future of his neighbors and clients.  A member of the New York Chapter of the Financial Planning Association and the Network Masters Chapter of BNI, where he currently holds the position of Secretary/Treasurer, Allan's experience and education enable him to guide clients through the complex financial world and empower them to achieve their financial goals regardless how simple or complex. As a principle of Comprehensive Wealth Management Group, LLC Allan is in a unique position to help you define your financial goals in order to develop a financial plan that will help you achieve those goals.  Allan's personal attention to your specific needs ensures that this process is done in a way that is comfortable and right for you.
      
Comprehensive Wealth Management Group, LLC. specializes in working with clients in the areas of wealth/asset accumulation and preservation, retirement income needs, retirement planning, small business planning and education planning.  "My goal is to take the complexities out of financial planning for my clients, to help them plan for their families and their future", Allan explains, "Having the independence of my own firm allows me to devote myself exclusively to that goal".
 
Allan looks forward to the opportunity to help you reach your financial goals. He can be reached by telephone at 718-980-3737 or via email at allan@richmondfinancialassoc.com.
 

Securities offered through Royal Alliance Associates, Inc. Member NASD/SIPC.