Kerim Tulun, CFP®



125 Froehlich Farm Blvd
Woodbury, NY 11797


(631) 845 - 5100


(631) 845 - 4531


79% of Americans agree they would benefit from having basic financial education and information.

Source: The 2018 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.