📍 PO Box 1568, Greenwood Lake, NY, 10925
📞 845-477-0200
Updated Nov 2026
📍 21 Robert Pitt Dr Ste 202 Monsey Ny 10952, Monsey, NY, 10952
📞 845-352-3000
🌐 www.broadfinancial.com
Broad Financial was founded in October 2004 as a private real estate firm primarily focused on the development of residential, retail, and industrial real estate along the East Coast. Then in January 2009, our focus was greatly broadened, reaching far beyond real estate. Broad Financial here to encourage you to take a more active role in the investing of your retirement account, to only invest in what you understand and believe in, and to broaden your diversification By providing upgraded, more flexible, more sensible self-directed IRA’s and Solo 401k’s that allow you to invest in what you want, when you want.
Updated Oct 2026
📍 100 Stony Brook Ct, Newburgh, NY, 12550
📞 845-563-0537
🌐 www.compassamg.com
Highly skilled asset manager and financial planner with an established practice encompassing 23 years. Have served in various management/leadership roles with both regional and Fortune 500 companies. Strengths include technical market knowledge, financial & estate planning, prudent asset management & communications. Currently serve as President/Owner of a family office style, private wealth management firm that delivers to clients a consultative based wealth advisory process. We help our clients to identify specific financial goals & concerns, develop an investment policy statement, create financial strategies, manage assets in a risk appropriate environment, control tax implications, establish growing income streams and design strategies to transfer wealth or provide advice on managing philanthropic interests.
📍 2180 Kent Ct, Mahwah, NJ, 07430
📞 201-529-3123