Benefits
Services
About Us
Meet the Team
Insights
Contact

Meet the Team

Rosilyn H. Overton, Ph.D., CFP®, RFC, CRPS, LTCP

Advisor

Louis P. Orgera, CPA, CFP®

Advisor

James Lee

Advisor

Hyun Jin Lee

Administrative Assistant

Contact Us

New York Financial
A Branch of Mid-Atlantic Securities, Inc.
98 Cutter Mill Road, Suite 273 South
Great Neck, NY 11021

Tel: 516-472-0900
Toll-Free: 877-815-3525
Fax: 718-228-7163

Mid-Atlantic Securities

New York Financial is a branch office of Mid-Atlantic Securities, Inc, member FINRA / SIPC. All customer orders are routed to Raymond James & Associates (RJA) for execution.

Please review our disclosures.

Financial Insights

When Should I Start Taking Social Security Benefits?
Should I Do Traditional or Roth IRA?

Financial advisers may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local investment adviser office for information and availability.

Scroll back to top

Benefits
Services
About Us
Meet the Team
Insights
Contact