Broker Check

Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Andrew H. Lindenberg RICP® CAS®

(646) 386-6734

Whether it's developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, my mission to provide forward-thinking and cost-effective financial strategies to our valued clients.

The keys to success is professional excellence and integrity, and the constant pursuit of open communication and an in-depth understanding of each client's unique financial needs.