Our Focus

You, Your Business &
Your Future

We’re focused on you and your business, resolved to be there for your financial support, whenever you reach out to us, and always.

We’re attuned to every aspect of your circumstances, set on the whole-picture view of your needs and fixed on your future.

OUR TEAM

Meet Our Accomplished Team

Avraham “AY” Rappaport, CLTC

President, Financial Professional

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Yaniv “Jay” Natanov

President, Financial Planner

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Eli Rappaport

Vice President, Financial Planner

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Avraham “AY” Rappaport, CLTC

President, Financial Professional

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Yaniv “Jay” Natanov

President, Financial Planner

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Eli Rappaport

Vice President, Financial Planner

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Ozzie Marizan

Financial Planner

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Shlomo Rosenstein

Financial Professional

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Joseph Greer

Administrative Manager

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Ozzie Marizan

Financial Planner

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Shlomo Rosenstein

Financial Professional

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Joseph Greer

Administrative Manager

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Simon Carroll

Administrative Assistant

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Simon Carroll

Administrative Assistant

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We Always Have Your Interest at Core