We seek to form long-term relationships, like family, with our clients based on integrity and loyalty. With these values as our core principles, we deliver personalized guidance and planning to help clients achieve their goals for both today and tomorrow. We strive for passion, humility, and professionalism in all our interactions.


Our advisors

Philip Andriola, Private Wealth Advisor serving the Garden City, NY area - Ameriprise Advisors

Philip Andriola

JD

Private Wealth Advisor

Chief Executive Officer of Halcyon Financial Partners
Learn more about Philip Andriola Visit Philip Andriola's website
Daniel R Masiello, Private Wealth Advisor serving the Garden City, NY area - Ameriprise Advisors

Daniel R Masiello

CFP®, ChFC®, CLU®, CFS®, LUTCF®

Private Wealth Advisor

Managing Partner of Halcyon Financial Partners
Learn more about Daniel R Masiello Visit Daniel R Masiello's website
Thomas Nicolosi, Financial Advisor serving the Garden City, NY area - Ameriprise Advisors

Thomas Nicolosi

CFP®

Financial Advisor

Managing Partner of Halcyon Financial Partners
Learn more about Thomas Nicolosi Visit Thomas Nicolosi's website
Bob Sutton, Financial Advisor serving the Garden City, NY area - Ameriprise Advisors

Bob Sutton

CRPC

Financial Advisor

Chief Operating Officer of Halcyon Financial Partners
Learn more about Bob Sutton Visit Bob Sutton's website
Peter Goldberg, Financial Advisor serving the Garden City, NY area - Ameriprise Advisors

Peter Goldberg

Financial Advisor

Chief Investment Officer of Halcyon Financial Partners
Learn more about Peter Goldberg Visit Peter Goldberg's website
Michael Laliberte, Financial Advisor serving the Garden City, NY area - Ameriprise Advisors

Michael Laliberte

CRPC

Financial Advisor

Managing Director of Halcyon Financial Partners
Learn more about Michael Laliberte Visit Michael Laliberte's website
Daniel R. Masiello, Financial Advisor serving the Garden City, NY area - Ameriprise Advisors

Daniel R. Masiello

CFP®, BFA, CRPC

Financial Advisor

Managing Director of Halcyon Financial Partners
Learn more about Daniel R. Masiello Visit Daniel R. Masiello's website
Valentino A Scaramuzzo, Financial Advisor serving the Garden City, NY area - Ameriprise Advisors

Valentino A Scaramuzzo

CFP®, BFA, ChFC®, CLU®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Valentino A Scaramuzzo Visit Valentino A Scaramuzzo's website
James J Zabatta, Financial Advisor serving the Garden City, NY area - Ameriprise Advisors

James J Zabatta

CFA®

Financial Advisor

Financial Planning Specialist
Learn more about James J Zabatta Visit James J Zabatta's website
Brian Crandall, Financial Advisor serving the Garden City, NY area - Ameriprise Advisors

Brian Crandall

CFP®

Financial Advisor

Learn more about Brian Crandall Visit Brian Crandall's website
John Manfredonia, Financial Advisor serving the Garden City, NY area - Ameriprise Advisors

John Manfredonia

CFP®, CRPC

Financial Advisor

Learn more about John Manfredonia Visit John Manfredonia's website
Rich Rothenberger, Financial Consultant serving the Garden City, NY area - Ameriprise Advisors

Rich Rothenberger

CLU®, CLTC®

Financial Consultant

Learn more about Rich Rothenberger Visit Rich Rothenberger's website
Matthew Sheerin, Associate Financial Advisor serving the Garden City, NY area - Ameriprise Advisors

Matthew Sheerin

Associate Financial Advisor

Learn more about Matthew Sheerin Visit Matthew Sheerin's website


Our team

Russell McManus, AMPA® CRPC®

Russell McManus, AMPA® CRPC®

Operations Director,

Financial Planning Analyst
Anna Ferrara

Anna Ferrara

Executive Assistant,

Client Service Manager
Edith (Edie) Stahl

Edith (Edie) Stahl

Marketing Manager

Eileen Govaert

Eileen Govaert

Operations Director

Camilla Corder

Camilla Corder

Client Service Manager,

Operations Specialist
Matthew Walsh

Matthew Walsh

Client Service Specialist,

Operations Specialist
Elizabeth Chung

Elizabeth Chung

Operations Specialist

Rose McGovern

Rose McGovern

Receptionist

Brendan Burke

Brendan Burke

Operations Specialist

Nicholas Caiafa

Nicholas Caiafa

Operations Specialist

Mary Jane Romeo

Mary Jane Romeo

Office Manager

Barbara Masiello

Barbara Masiello

Administrative Assistant

Mary Baranowski-Gallo

Mary Baranowski-Gallo

Paraplanner

Jeanne Evola

Jeanne Evola

Client Service Manager