PERSONALIZED FINANCIAL SOLUTIONS
PERSONALIZED FINANCIAL SOLUTIONS
One of the responsibilities of the Board of Trustees for Volunteer & Exempt Fireman's Benevolent Associations is managing Foreign Fire Insurance 2% tax money and other investments prudently. Unless you have someone on your board with significant investment expertise, this typically involves working with a financial advisor — someone your board can rely on to provide trusted guidance and help grow and protect your organization's assets.
Our team recognizes the importance of these organizations and the purpose they serve. We are familiar with FASNY guidelines and have experience working with numerous benevolent organizations on Long Island.
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Registered Representative, Securities offered through Cambridge Investment Research, Inc., A Broker/Dealer, Member FINRA/SIPC to residents of New York, New Jersey, Pennsylvania, Florida, Massachusetts, and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. William Bowie Associates, Inc. and Cambridge are not affiliated.
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