What we can do for you.
Reaching your goals starts with planning. Our agents help individuals, families and small businesses take care of current insurance and financial needs and plan for a secure future.
What are your goals?
My employees are what make my business hum. How can I make sure they stay around?
We try to put away something for retirement. But will it be enough to do it the way we want?
We're doing well now but what if I got sick and couldn't work. How would we pay the bills?
They grow up so fast and before you know it they're off to college. Will I be able to afford to send them?
We can help you find the path that works for you. The first step is to get the facts. What are your goals? Where are you now? What will it take to get you where you want to go?
Take the next step and contact us today.
Check the background of this firm on FINRA BrokerCheck
A Culture of Success
With offices in Hauppauge, Manhattan and Westchester, we serve the greater New York City area. Backed by a strong and trusted company, we maintain the highest standards of professionalism and service to our representatives and the clients they serve.
Our clients are our passion. Whether they're a parent on the go or a small business owner, we know they're working for today with an eye on tomorrow. That's why we tirelessly champion our clients on a solid path to successfully meet their financial goals.
We can help you define your goals, gather the facts and then work with you to put a plan in place. Then we review the plan with you periodically to make sure you are still on track and make any adjustments as your needs change.
Our agents are our number one asset. We work as a partner to broaden their knowledge and develop the skills necessary to be a successful insurance professional. The goal is to help build your practice using our first-class training program, technology and consultation. When you succeed, so do our clients.
Stay Connected with Us on Facebook
Join Our Team
Help people protect their finances and prepare for the future.
Find an Agent Near You
Access Your Account
Online access for current policyholders