Serving young families nationwide from Great Neck, New York 24/7 live support  •  917.652.2257  • 

Book your free consultation

Tell us a little about your family and we will reach out to schedule a time that works for you. Prefer to talk now? Our live support answers 24/7.

Free, no obligation Evenings and weekends
A child laughing joyfully at home
One conversationclear numbers for your family
What to expect

A conversation, not a pitch

  • Completely free, with no obligation
  • By phone or video, evenings and weekends available
  • We review your goals and your child's eligibility, including the $1,000 Trump Account contribution
  • You leave with clear numbers for your family, whatever you decide

Reach us directly

Phone: 917.652.2257

Email: ofiroved@gmail.com

Office: 15 Canterbury Road, Suite D6, Great Neck, NY 11021

Support: 24/7 live support for questions and scheduling

Request your consultation

By submitting, you agree to be contacted by phone, text, or email about your request. We never sell your information. See our Privacy Policy.

What families say

Parents who started early

Licensed in all 50 states
FINRA Series 6 and Series 63
20+ years of experience
24/7 live support
Book a Free Consultation →
Call Now Free Consultation