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Meet The Team

Service is and always has been the most important product we provide. "Our goal is to be a leader in the financial services industry by helping those we serve to discover effective solutions and chart a course to reach their desired destinations. We have over 50 years combined experience helping individuals and families work towards their financial goals. Our partnership will provide a higher client experience through a team approach. We look forward to helping you take control of your financial success."

Our Team

 John Vita, III

John A. Vita, III

Retirement Benefits Specialist Tax Sheltered Plans

(845) 416-8677

(845) 337-4101