Broker Check

 800-634-3695

Family Office Services Our Team Our Services Emerging Wealth Services
 

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?

Learn More 
 

Wealth Management

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

Learn More 
 

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.

Learn More 

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.

Contact Us 

Helpful Content

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.