Broker Check

Team


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management*

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services are offered by Annamarie Kershaw through her affiliation with HD Vest.

 

Ann is the President of Kershaw Financial Services. She is an Enrolled Agent licensed to practice before the Internal Revenue Service. She holds Series 6 and 63 security licenses as well as a New York State Health, Life and Accident...

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Mary-Jo is the Office Manager and has been with the company since 2004. She is happy to help and will direct your questions or concerns to the appropriate individual. She can also help set up the most efficient way to get your tax return...

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Allen is an Enrolled Agent with over 25 years of experience in accounting, tax planning and tax preparation. Allen enjoys the Long Island outdoors and his family, especially his grandchildren.

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Karin Winston

Financial Service Assistant

631-581-4329

631-581-4320

Karin joined the company in November 2014 after working in the life and health insurance field for 30 years. She recently became a certified dog trainer and when not at the office or training dogs, she enjoys spending time with her...

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Matt recently graduated from Binghamton University with a Bachelor’s degree in accounting. He is currently in graduate school pursuing a Master’s Degree in Accounting while also studying for his Certified Public Accountant...

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