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17 Lumber Road
Suite 11
Roslyn, NY 11576


Be Financially SURE . . . Using Researched Strategies

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What's a Chartered Financial Consultant®?

A ChFC® is The Highest Standard of Knowledge and Trust in Financial Planning 

Your Chartered Financial Consultant ® has completed the most extensive educational program required for any financial services credential.  Each ChFC® has taken eight or more college-level courses on all aspects of financial planning from The American College, a non-profit educator with the highest level of academic accreditation.

The average study time for the program is over 400 hours, and advisors frequently spend years earning this coveted distinction.  Each ChFC® must also complete a minimum of 30 hours of continuing education every two years, adhere to strict ethical standards, and must meet extensive experience requirements to ensure that you get the professional financial advice you need.

For our Chartered Financial Consultant ® brochure PDF download, please click the below image:

For a more complete ChFC ® description, please click the below image or visit