Brian Teta - Financial Advisor

Brian Teta - Financial Advisor Financial Advisor
Certified Financial Planner
Retirement Income Certified Professional

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
05/02/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

We celebrate the history, culture, and contributions of Asian American and Pacific Islander communities. Diversity makes...
05/01/2026

We celebrate the history, culture, and contributions of Asian American and Pacific Islander communities. Diversity makes us stronger.

Isn't it true...sometimes the little things aren't so little?Amanda was just telling us she's looking forward to family ...
05/01/2026

Isn't it true...sometimes the little things aren't so little?

Amanda was just telling us she's looking forward to family dinner with her sons this weekend. Such a simple, important part of the day that means so much to her.

Care to share what you're grateful for? We love hearing from you!


A common online security tool is now being used in a new type of scam.Cybercriminals are increasingly using fake CAPTCHA...
05/01/2026

A common online security tool is now being used in a new type of scam.

Cybercriminals are increasingly using fake CAPTCHA prompts — the familiar “I’m not a robot” checks — to trick users into taking actions that can compromise their devices.

Instead of a simple verification, these prompts may ask users to click “Allow,” enable notifications, or follow additional steps that can lead to persistent pop-ups, phishing attempts, or unwanted software.

These scams often appear through ads, suspicious links, or redirected web pages, making them harder to spot at first glance.

Security experts note that legitimate CAPTCHA tests do not require enabling notifications, downloading files, or entering system commands — making those requests a potential red flag.

As these tactics evolve, staying cautious when interacting with unexpected prompts can help reduce exposure to online threats.


Source:

Cybercriminals are increasingly using fake CAPTCHA prompts to trick users into enabling malware and scam notifications Security experts warn the ta

What does it actually cost to raise a child? You might be surprised.
05/01/2026

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

05/01/2026

Every May, Small Business Month is dedicated to honoring small businesses, recognizing their dedication, community contributions, and relentless hard work.

Small businesses play a crucial role in the United States' economy. According to the U.S. Small Business Administration's Office of Advocacy, there are 36.2 million small businesses in the United States. That accounts for 99.9 percent of all U.S. businesses.1

That's 62.3 million employees, making up 45.9 percent of the U.S. workforce.1

As you can see, there's nothing "small" about small businesses. These enterprises, often overlooked, are the backbone of the U.S. economy and the unsung champions of the American Dream.

1. U.S. Small Business Administration, 2025

Learn the language of life insurance.
04/30/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

04/30/2026
Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Chec...
04/29/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

My new office vibe, to match our OASIS logo...designed with intention. When you walk in, I want you to feel welcome, cal...
04/29/2026

My new office vibe, to match our OASIS logo...designed with intention.

When you walk in, I want you to feel welcome, calm, confident, and ready to talk about your future (and I may ask if you enjoy pickleball!).


Address

111 Grant Avenue, Suite 208
Endicott, NY
13760

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