Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Dolores Mitchell

Investment Advisor Representative

(516) 938-5616

(516) 396-6608

dmitchell@royalaa.com

Being a financial advisor is a perfect match to Dolores' pragmatic personality. Dolores gets great satisfaction from helping others and feels it is her role to keep her clients safe, while helping them to create wealth. Being a...

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Nicholas Agnone, CPA

Investment Advisor Representative

(516) 938-5616

(516) 396-6608

nagnone@royalaa.com

Nick Agnone graduated Hofstra University in 1990 with a Bachelor's Degree in Business Administration, later opening his own CPA practice in 1992. Nick is a member of the New York Society of CPA, a member of AICPA, and National Society...
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Peter Craig

CERTIFIED FINANCIAL PLANNERâ„¢

(516) 938-5616

(516) 396-6608

pcraig@royalaa.com

I always knew that I wanted to become a financial planner. I was drawn to the fact that I could help many different people achieve many different goals, whatever those may be. My family are mainly teachers and my Mom always said I...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.