How We Work
Our Financial Advisors display the utmost professionalism with clients. As Independent Advisors, we do not have proprietary products and we are not owned by a bank. We are able to tailor advice based on our extensive expertise, acting in the clients’ best interests for long- term financial well-being. We build trusting relationships, stay updated on industry trends, and uphold ethical standards, prioritizing client success.
Jimmy Kuhn, CFP®
Managing Director
Stacy Schuman
Executive Assistant
Michelle Graziose
Administrative Assistant
Our Affiliations
Michael Zimering
Island Innovative Marketing | Owner | 100 Broadhollow Rd, Farmingdale NY 11735
Glen Mehl
Financial Advisor | Island Innovative Marketing 100 Broadhollow Rd, Farmingdale NY 11735
