We actively utilize Smith Barney for the financial and investment planning needs of our clientele. We chose to work with the largest financial institution in the world because of the vast amount of knowledge and services which they bring to the table. In addition, Smith Barney’s Consulting Group is the largest and most respected investment advisory service. Our firm, together with Smith Barney, offers expert advice in the following areas:

Corporate Retirement Plans
Charitable Planning
Credit & Lending
Educational Planning
Estate Planning
Financial Planning
Insurance Planning
Investment Management
Tax Planning

This partnership with Smith Barney’s Consulting Group is strengthened by the expertise in finance and wealth management of Dennis Cutrone and George Spiropoulos.

Dennis Cutrone
Second Vice President-Wealth Management
Investment Management Specialist

Dennis is employed by Smith Barney and has been in the financial services industry since 1997. Dennis, along with his partner and friend George, has built a prominent practice of consulting the clientele of over 30 CPA firms in the tri-state area. This was done through a program called The Professional Alliance Group. Dennis believes that a proper and updated financial plan is the only way to manage one's wealth. He is properly licensed for both investment and insurance consulting. Dennis has a BA in Finance from Pace University in Pleasantville, NY where he also played Lacrosse and was the President of both the student body and Delta Upsilon International Fraternity. Dennis grew up in Huntington, NY and currently resides in Greenlawn, NY with his wife, Jenna and daughter, Kaitlin. In his spare time, Dennis enjoys playing golf and spending time on his boat.

George Spiropoulos, CFP
Second Vice President – Wealth Management
Financial Planning Specialist

George is employed by Smith Barney and has been in the financial services industry since 1996. His commitment to financial planning and excellence is exemplified by his successful completion of the Certified Financial Planning program at Long Island University's CW Post Campus in Brookville, NY. George, along with his partner and friend Dennis, believes that full disclosure and an open line of communication is key for proper management of a family's wealth. This principle has lead them to build a prominent practice of consulting and educating the clientele of over 30 CPA's, utilizing Smith Barney's Professional Alliance program. George has a BA in Finance from Pace University. While attending Pace, he was team captain in both Football and Lacrosse, resident assistant and reporter for the school paper. George is an active member of the RCIA program at Saint Anthony's Church in Oceanside, NY and currently resides in Hoboken, NJ with his wife, Deirdre.