My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.


Diana I. Harris

Executive Assistant
Office 914-367-0952

Paul L Levine, CLU®

Wealth Management Advisor

  • Office 914-367-0951
  • Mobile 914-522-7016


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