Our Qualifications

We have been working with individuals and businesses here on Long Island for over 20 years.

Each of our agents has extensive personal and professional experience.

Many hold various professional designations, and qualified representatives are insurance licensed and securities registered in order to recommend a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. We are available year round to provide the personalized program that will be the road map to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.