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Our Associates


As one of the largest and most advanced insurance and investment firms in the tri-state area, we develop and attract some of the best talent in the industry and our professionals have a wealth of experience in financial and estate analysis, retirement planning, investments, annuities, long term care, special needs, charitable giving, business insurance, executive compensation and employee benefits.


With over 100 associates – many whom hold Chartered Life Underwriter, Chartered Financial Consultant, Certified Financial PlannerTM designations or hold advanced educational degrees – you have access to broad group of knowledgeable and experienced financial professionals.


Click on one of our office locations for a directory of professionals near you:


Saddle Brook, NJ

Lakewood, NJ

Garden City, NY

New York City