Preserving The Roots.

CONNECT

Address:

1800 Walt Whitman Rd , Suite 160
Melville, NY 11747

Phone:

631.753.1212

Fax/Other:

631.794.2344

Our Services

We will walk you through a step-by-step process that will help you feel confident in your estate, retirement and legacy planning decisions. 

A comprehensive plan will safeguard your real and personal property.  There are multiple factors to consider within your plan to safeguard your income while you are working, while you are enjoying your retirement, and protecting your estate.

Estate planning is a complex field that involves many areas including wills, trusts, insurance, accounting and business continuation.  Proper estate planning allows for a passing of lifetime accumulations to those that you love and reduces a financial burden.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.

We partner with an array of well respected insurance carriers.  Our product portfolio includes:

  • Life Insurance
  • Legacy (Succession) Planning
  • Estate and Retirement Planning
  • Disability Insurance
  • Business Overhead Expense Insurance
  • Long Term Care Insurance

In Addition to our products, we provide services and expertise in:

  • Strategic Planning
  • Corporate Profitability
  • Full Policy Reviews and Interpretations

Our strong market presence and respect among carriers and vendors provides us with leverage and negotiating powers that are unsurpassed.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck