Financial Planning in Huntington, NY

Roosevelt & Cross Incorporated specializes solely in municipal securities, and has expertise in underwriting, sales, trading, investment banking, and credit analysis. We are able to originate new bond and note issues for state and local governments and market those securities to a large volume of retail and institutional investors. Today, we consistently rank as the most active municipal bond underwriter in New York. We are also a top-ranking underwriter in New Jersey and New England. Feel free to contact us today for more information about our services.

Creative Financial Group specializes in providing customized retirement strategies to help you achieve your financial goals. Our experienced advisors offer personalized investment and insurance solutions to secure your future. We'll learn about your retirement and investment goals to determine if our CFG Retirement Roadmap and Best-In-Class Portfolio Analysis can benefit you.