54 Route 31N
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*These services are offered by David Scafa and Elizabeth Scafa through their affiliation with Avantax Investment Services℠ and Avantax Advisory Services℠
Liz has been employed in the financial services industry for more than 30 years gaining experience in public accounting, banking, insurance and investment management.
Dave has over 30 years experience in the financial services industry. A graduate of Baruch College of the City University of New York, Dave started building his accounting practice upon graduation in 1980 while working full time.
Associate Financial Representative
Matt started his career with Edward Jones completing their industry leading, six-month training program. It was an intensive program where financial planning and client services were the main focus. He later joined MassMutual to round...
Client Service Manager
Heidi graduated from Manhattanville College with a major in Economics and a minor in Political Science. Upon graduation, she joined Merrill Lynch Asset Management in the Operations Department. She soon advanced to the fixed income...