"We believe that our personlized service and the relationship that we build with you will help you reach your financial goals"

 

Bill Finkelstein

Bill Finkelstein Senior Financial Advisor

Address:
35 Pinelawn Rd Ste 101E
Melville, New York 11747
Phone:
631-454-2011
Email:
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Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747
631.454.2000

845 Third Avenue
Suite 1703
New York, New York 10022
212.371.3950

Our Disclosure

Wealth Advisory solutions provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC., SEC registered investment advisors. Securities offered through Herold & Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.

Bernard Herold & Co., Inc.
Rule 606(a)1 Reporting Public Disclosure

Herold & Lantern Investments, Inc. Rule 606

 

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