Protect. Prepare. Prosper.
Through specialized insurance strategies, we create a future for our clients that is safe and secure. The resources of a large firm, with the personal attention of a small practice.
Transparency
No surprises - just straightforward advice. Our goal is that each client leaves our conversations
with a clear vision and a concise plan for themselves and their assets.
Behavioral Finance
Protection
Life has a lot to offer. Our policies are designed to prepare you for the unexpected blessings
and battles along the way.
Videos
Qualified Plans The Questions You Should Ask
Lifestyle Regulator
Human Life Value
Relationships are Fundamental
Tell Us How We Can Help You Today
Contact us
Whitestone Office
333 Westchester Ave, Suite S3301
White Plains, NY 10604
Phone: 914-458-4262
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment