Moorehouse Palma Partnership

Comprehensive Wealth Management Group LLC, led by Chris Vetrano, offers over 24 years of expertise in financial services, focusing on wealth building, retirement planning, and tailored investment strategies. With a strong commitment to client interests, they provide a range of services without pressure from proprietary products or sales quotas. Based in Staten Island, the firm accommodates clients in the tri-state area through both in-person and virtual consultations, ensuring responsive and timely advice. Chris Vetrano's extensive background as a Securities Principal and his community involvement further enhance the company's dedication to client success and financial security. Generated from the website

Brean Capital, LLC is an independent investment bank headquartered in Woodbridge, NJ, with a focus on providing high-quality investment ideas and banking services tailored to institutional investors and corporate clients. The firm specializes in fixed income sales trading, investment banking, and loan facilitation, offering comprehensive solutions that include mortgage and asset-backed securities trading, advisory services, and asset liquidity introduction. With a dedicated Financial Institutions Group, Brean Capital effectively meets the needs of various financial entities such as credit unions and banks across the nation. Their expertise further encompasses delivering bond market insights, yield curve analysis, and innovative financing services, ensuring clients receive an accurate assessment of trends and investment opportunities within the financial landscape. Generated from the website

Our main business is working with baby boomers near or in retirement. We often find that there ARE problems with their plans, which can crop up, like cholesterol in the arteries. The damage has gone unnoticed for years, and it could be too late. So our job is to help Boomers through the maze before them – coordinating the myriad of things such as: Transitioning to their retirement lifestyle; Figuring out the best claiming strategy possible to maximize their social security benefits Examining if they have enough money to retire and what to do if they don't Liquidating retirement and brokerage accounts to create and sustain an income stream (a paycheck) for the rest of their lives. And, much more.