Financial Corner: Six Reasons to Work With a Financial Professional
Editor's Note: This content is sponsored by Aegis Capital
By Aegis Capital
Oct. 27, 2025: No matter what life stage you're in, you could probably benefit from working with a financial professional. Here are six reasons why you should contact Aegis today.
1. You don't know what you don't know. Managing day to day finances is one thing, but implementing a long- term financial plan to fund your retirement is another.
2. You have good intentions, but carving out the time to manage your financial plan is a challenge.
3. Going it all yourself isn't efficient. Investing is a full-time job, and, with the daily demands of you 9-5 job, you may not have the time to implement your long-term plans.
4. It's hard to look at your finances objectively. Having someone else with experience analyze your situation can be extremely helpful.
5. Keeping up with change is a full-time job. Every year, the economy changes, laws change, and investments change. A financial professional can monitor these changes and recommend adjustments as needed.
6. Like most people, you lead a busy life and you may find yourself caught up in day-to-day demands - financial and otherwise. A financial professional can help you see the big picture.
VIDEO
You can also watch a video on this subject HERE.
IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
Aegis Capital Corp.
Steve & Jane Ircha & Richard Palmadesso
Pictured: Steve & Jane Ircha
Steven Ircha Senior Managing Director 26 Paxton Ave. 914-361-1099 This email address is being protected from spambots. You need JavaScript enabled to view it. https://www.ircha.co
Financial & Legal Assistance Directory
Hymes & Associates, CPA, P.C.
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness, and quality.
Listed as one of the 10 largest firms by The Westchester Business Journal, we serve clients throughout the tri-state area. By combining our expertise, experience, and
the energy of our staff, each client receives close, personal and professional attention.
Our high standards, service, and specialized staff spell the difference between our outstanding performance and other firms. We make sure that every client
is served by the expertise of our whole firm.
Hymes & Associates, CPA, P.C.
55 Pondfield Road
Bronxville, NY 10708
914-961-1200
914-961-1715 (Fax)
Website: www.hymescpa.com
Baillie & Hershman
44 Pondfield Road, Suite - 12
Bronxville, N.Y. 10708
Office: 914-337-6300
Matthew W. Kerner, ESQ.
Direct Dial: 914-337-6569
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Fax: 914-337-6913
Suzanne M. Bloomer, Esq.
Direct Dial: 914-337-0142
This email address is being protected from spambots. You need JavaScript enabled to view it.
Baillie & Hershman provides comprehensive Real Estate legal services for buyers, sellers, current owners, real estate agents and lenders. We also handle estate planning, including the drafting of wills.
Griffin, Coogan, Sulzer & Horgan, P.C.
Attorneys and Counselors at Law
Griffin, Googan, Sulzer & Horgan, R.C.
Located in Bronxville, New York, Griffin, Coogan, Sulzer & Horgan, P.C. takes great pride in providing our clients with comprehensive, high quality legal services in a responsive manner. The firm concentrates its practice in real estate law with a primary focus on issues relating to real estate tax litigation (also known as tax certiorari), real estate transactions, valuation law, real property taxation and tax planning and real property tax exemption matters throughout New York State.
The firm serves as general counsel for several local cooperatives and represents clients in various issues relating to wills, trusts and estate planning.
51 Pondfield Road
Bronxville, NY 10708
(914) 961-1300
This email address is being protected from spambots. You need JavaScript enabled to view it.
Nobile, Magarian & DiSalvo LLP
We are hardworking and dedicated attorneys who, combined, have more than 150 years of experience delivering quality legal advice. Our cutting edge is our ability to enter both the conference room and the courtroom with strength. Our law firm provides legal representation and counsel for both individual and business clients on issues related to estate planning and administration, real estate law, litigation, and business law. Our practice areas include: Commercial Litigation, Business Law, Real Estate, Wills, Estate Planning, Trusts, Estate Administration, Living Wills, Health Care Proxies, Powers of Attorney, Not For Profits, and Employment Law.
111 Kraft Avenue
Bronxville, NY 10708
914-337-6300
Veneruso, Curto, Schwartz & Curto, LLP
Veneruso, Curto, Schwartz & Curto is dedicated to providing businesses and individuals with exceptional legal services customized to each client's needs and objectives. Practice areas include litigation, real estate, not for profit, wills and estate planning, land use and zoning, business and corporate, cooperative and condominium and real estate tax assessment litigation.
The Hudson Valley Bank Building
35 East Grassy Sprain Road, Suite 400
Yonkers, New York 10710
914-779-1100
Aegis Capital
Steve brings 40 years of investing experience to his role as Senior Managing Director at Aegis Capital Corp., a prominent national securities firm.
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