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Sharon Davis-Edwards, Investment Adviser Representative

2163 Merrick Ave.,  Suite 3, 2nd Floor
Merrick, NY 11566   

Phone:

(516) 208-9988

Fax:

(516) 706-0293

E-mail:

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Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning, We want to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

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Our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  1. A clear understanding of their financial goals
     
  2. A well-defined roadmap for achieving those goals
     
  3. Ongoing advice to help adjust their roadmap when their needs change
     

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer informational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information please contact us today.

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Explains how future tax rules may impact deductibility of charitable donations.

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Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Use this calculator to determine whether you qualify for the different types of IRAs.

How much can you afford to pay for a car?

This calculator can help you estimate your annual federal income tax liability.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck