Broker Check

We are single-minded in our focus – it's all about you.


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

We believe that everyone's financial journey is unique, and based on this core belief, we have adopted a team-centered approach to financial planning. This strategy is intended to personalize our services to your specific goals and needs. Our team of seasoned professionals aims to guide you via proactive financial decisions that not only improve your current life but also affect the lives of future generations.

Our work as financial planners extends beyond traditional advisory or investment management responsibilities. We use a holistic approach that considers all aspects of your financial situation. This includes basic financial planning ideas, estate planning, tax strategies, investment oversight, risk management, and retirement roadmaps.

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

With the distinctive inclusion of a Certified Public Accountant (CPA) as a partner to our team, our financial planning process gains a unique advantage and a fresh dimension. We recognize the intricate tax implications associated with every financial decision, and having an in-house CPA enables us to skillfully understand and navigate these complexities. Moreover, our unwavering dedication to the highest ethical standards is emphasized by our prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

Embark on a journey to explore the potential of a collaborative, team-based strategy for financial planning with A&M Financial Services. Hand in hand, we'll traverse the intricate pathways of your financial voyage, sculpting a more promising future for your wealth.

Dolores Mitchell

Dolores Mitchell

Owner, Investment Advisor Representative

(516) 938-5616

(516) 396-6608

Nicholas Agnone

Nicholas Agnone, CPA

Partner and Investment Advisor Representative

(516) 938-5616

(516) 396-6608

Peter Craig

Peter Craig, CFP®

CERTIFIED FINANCIAL PLANNER™

(516) 938-5616

(516) 396-6608