about us

About Us

Our more than 200 associates, staff and management provide professional services to individuals, families and businesses in New York and Pennsylvania.

We offer financial strategies to help in planning for death, disability and retirement. Our trained professionals have expertise in creating financial strategies backed by a wide range of product offerings and services, including life, disability income, long term care and business insurance; annuities; retirement and college saving strategies; mutual funds and a wide array of other investments; estate analysis; employee, executive benefit programs and financial planning.

We can help you achieve your long-term financial goals by providing you with our wisdom, advice and guidance. We listen to you and strive to understand you and your family, your business and your dreams for the future. We’ll do the research and analysis for you and present solid ideas so you can make good decisions designed to protect your long-range financial security. We’ll also keep you informed of changing trends and the latest strategies as they relate to your situation.


CRN201809-205307