Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Family Finances

Awards & recognition

  • Tong, Alster, Tong & Associates, Ameriprise Client Experience Award, 2023

Community participation

  • Parkinson's Unity Walk Foundation: http://www.unitywalk.org/
  • Ascent School For Autism - Sponsor for their annual Golf Outing
  • Relay for Life - American Cancer Society - Proud Sponsor
  • Ronald McDonald House - "Meals From the Heart" Program
  • Long Island Cares Inc.-The Harry Chapin Food Bank
  • Island Harvest-A Food Bank for Long Island
  • Studio Theatre of Long Island

Our photos

4 albums
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