Joyce A. Streithorst, CFP®, MSFS, CDFA

Director of Financial Planning, Chief Compliance Officer

Connect

Joyce specializes in financial planning and tax planning strategies. She has 20 years of experience as a financial planner and money manager. Joyce earned a Certified Financial Planner® designation in 1995 and a master of science degree in financial services from The American College in 2002. She earned a certificate as a Divorce Financial Analyst in 2009. She joined the firm in 2004.

SEND US A MESSAGE

Financial Education Matters

When you sign up to receive our Newsletter, we keep you informed with financial updates, educational articles, and breaking news.

     Our Locations

          Reach Us

445 Broad Hollow Road
Suite 215
Melville, NY 11747
P: 516-694-7900
F: 516-694-7901

1140 Avenue of the Americas 9th Floor
New York, NY 10036
P: 212-983-8444
F: 212-983-8151

2202 N. West Shore Blvd
Suite 200
Tampa, FL 33607
P: 813-639-7580
F: 813-639-7501

777 Westchester Ave
Suite 101
White Plains, NY 10604
P: 914-696-0800
F: 914-696-0808