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 120 associates – many whom hold Chartered Life Underwriter, Chartered Financial Consultant, Certified Financial Planner™ 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:

Management Specialists

Saddle Brook Associates

NYC Associates

Garden City Associates

Staten Island Associates

Lakewood Associates

Freehold Associates