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Our Team

"Our mission is to provide clients with the framework to make integrated financial decisions that help them grow and preserve their wealth and plan for future generations. Through a team approach, we work together to explore your financial goals and aspirations. Based on your needs and goals, we develop investment and protection strategies that can evolve and adapt to meet your changing needs."

Our Team

Matthew S. Sinclair

Financial Advisor, Financial Services Representative, Investment Advisor Representative

(914) 332-4231

(914) 372-2929

msinclair@neag1.com

Matthew Sinclair, CLU® , is an experienced professional with more than 34 years of experience assisting families and businesses with their investment, retirement strategies, insurance, and other financial needs. Sinclair leads a...
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Paul Ruggiero

Financial Advisor, Financial Services Representative, Investment Advisor Representative

(914) 409-4033

(914) 332-0428

pruggiero@neag1.com

Other Associates We Partner With

Joseph O'Brien

Financial Services Representative, Investment Advisor Representative

(914) 372-2953

(914) 372-2929

jobrien@barnumfg.com

Domiciled in New York, and may be licensed in other states.

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Thomas H. Gwin

Financial Advisor, Financial Services Representative

(914) 372-2871

(914) 372-2929

tgwin@barnumfg.com

Domiciled in New York, and may be licensed in other states.

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