Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.


Brian Sable

Senior Vice President–Wealth Management

We run a wealth management team that focuses on creating detailed individual financial plans tailored to you, the client.  By incorporating your total financial picture of personal savings, investments, retirement and insurance we look to solve for your needs and wants.  The detailed process starts and ends with you and we never stop working to improve on the plan.

I have earned the Chartered Retirement Planning Counselor designation and the Chartered Retirement Plans Specialist designation, both professional designations awarded by the College for Financial Planning.  The above designations provided in-depth knowledge helping individuals and corporate retirement plans with needs both before, during and after retirement. 

I earned my bachelor's degree from Syracuse University. My wife and I live with our three children in North Salem, New York.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI


  • Bachelor's Degree, Syracuse University


  • Chartered Retirement Planning Counselor
  • Chartered Retirement Plans Specialist
709 Westchester Avenue
Suite 400
White Plains, NY 10604
  • (914) 287-6042

Email Me

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