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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.

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.

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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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