To talk about your investment firm’s specific client growth and retention objectives, please contact Margolis Advisory group at:

Jeffrey Margolis
jeff@margolisadvisory.com
(T) 516-277-1050
(F) 516-277-1052

Janie Kass
janie@margolisadvisory.com
(T) 415-990-7356
(F) 516-277-1052

Margolis Advisory Group, Inc.
85 Barberry Lane
Roslyn Heights, NY 11577