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Charitable Giving

What if you could help your favorite charities during your lifetime and beyond? What if you could pass the legacy of giving on to future generations?

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Wealth Management

At PPS every relationship starts with and understanding of the client’s dream. Those dreams start with a blueprint and a foundation!

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Frequently Asked Questions

Have you ever wondered...How do I pay for college? Am I spending too much? How do I pay myself first? These are just a few of the questions we can help you with.

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Understanding Today's Financial Environment

Welcome, we're PPS Advisors, a financial organization in Holbrook, NY. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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Helpful Content

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.