Our Services

We are a full-service insurance and financial services firm, and we strive to address all of our client's needs through the numerous brokerages that we are affiliated with.  As independent representatives, we have access to a vast array of companies and financial products available in the industry, and we work hard to find the proper product to meet each client's unique situation.  

Below is a list of the products and services that we can provide assistance with.  If you don't see something listed, just ask, and we will find the proper resources to meet your needs.

Financial Services:

  • Investment management / retirement income planning
  • Tax favored investment products & strategies
  • Life Insurance
  • Disability Insurance
  • Employee benefits & 401k plans
  • Long Term Care protection
  • College Savings / 529 plans
  • Charitable Gift Planning
  • Estate Tax Minimization

Property & Casualty Insurance  (NY State only)-
Offered in conjunction with the Delmonico Insurance Agency of CNY

  • Automobile / Cycle / ATV / RV insurance
  • Homeowners / Renters insurance
  • Umbrella Liability policies
  • Business Property & Liability
  • Business Automobile
  • Officers & Directors Liability
  • Apartment / Condo Associations

Contact Us today to let us help you with your most important financial decisions.