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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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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

 Important Information for NYS Insurance Clients.

Helpful Content

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.