How we work


Planning for a confident retirement

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Planning for a confident retirement

Areas of focus

  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Saving for Education
  • Family Finances
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies

Community participation

As a team, we pride ourselves in our involvement with the community. Some of our activities include...

- Being Lectors at St. Frances Cabrini parish

- Religious Education Catechist

- Members of the Knights of Columbus

In addition to our shared activities, Tony S. Zambri is also...

- A board member for the Longwood Youth Sports Association

- The Parish Trustee at St. Frances Cabrini Parish in Coram

- A member of the St. Frances Cabrini Marriage Ministry