Financial Services

Securities are offered through Principals and Associates of The Partners as Registered Representatives of Cadaret, Grant & Co., Inc., member FINRA and SIPC.

The Partners and Cadaret, Grant & Co., Inc. are separate entities. Mutual Funds and other securities products are subject to investment risk including possible loss of principal.

We are licensed to sell Insurance Products in the following states:
New York and Pennsylvania

We are registered to sell Securities in the following states: 
New York and Pennsylvania.

NY and PA residents, click the
graphic to the left to launch our 
Financial Services Center Web Portal.

Not a NY or PA Resident?

Some of our registered representatives maintain securities registrations in various states in addition to NY and PA. Call us at (607)754-1411 to determine if we have a representative registered to do business in your state.