White Plains Welcome Luncheon

Welcome Luncheon & Open House

You're Invited

Welcome Luncheon
& Open House

Join us for an afternoon of great food, networking, and a casual look at our services in the brand-new office building we've moved to.

April 14th

12:00 PM – 2:00 PM

The Main Event

Around 12:30 PM

We'll take a few minutes to share a bit about what we do and how we can help.

Executive Dining Room

1133 Westchester Avenue
White Plains, NY 10604

Located to the right as you enter the main entrance

We specialize in comprehensive financial strategies designed to protect and grow your wealth at every stage of life.

Strategic funding for future education without sacrificing retirement.

Ensuring your lifestyle is protected and sustainable for the long term.

Modern portfolio strategies tailored to your unique risk tolerance.

Comprehensive protection to safeguard your family's financial legacy.

Mindset

Aligning financial goals with values.

Income

Sustainable cash flow optimization.

Liquidity

Ensuring access when life happens.

Tax Efficiency

Keeping more of what you earn.

Loss Protection

Mitigating downside risks effectively.

Please let us know if you can attend by filling out the form below.

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Questions? Please contact us at 518-350-8181 or may@thoroughbredadvisors.com.