Gary Lerman, CPA, PLLC
This business draft was automatically generated by the membership form.
Edward Jones, Judi McAnaw
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals
Michael B. Kaplowitz, J.D., CFP
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
PCSB/Putnam County Savings Bank
Carol Masi
Vice President and Branch Manager of The Putnam County Savings Bank in The Heritage Hills Centre branch in Somers.
She has more than 30 years of experience in banking and can assist you with your commercial or personal banking needs.
Carol lives in Cortlandt Manor with her family.
Carol is happy to serve the Somers community.
Sterling Bank
