Al is an experienced professional who has been in the finance field since 1985. In Al’s practice he works with individuals and business clients to assist them in making the many financial decisions required in today’s world. He takes a comprehensive approach to planning that focuses on using comprehensive strategies in working with clients to develop and define their financial goals and objectives.
Al’s approach to investing is one of developing a plan with the client that is tailored to meet each investor’s specific objectives. Use of items such as asset allocation programs, risk/return profiles, and tax reduction strategies allow Al to go beyond the simple product sales approach used by many financial institutions today. Al is very dedicated to customer service and believes in long-term client relationships. As a result, Al has many long-term clients that he has served over the years for twenty-five years or longer.
Registered Representative & Investment Advisor of Park Avenue Securities