Financial & Investment Services
My financial services practice consists of over 1,000 client doctors, attorneys, CPA’S and business owners, many of whom have been with us for over twenty-five years. I am delighted to be able to serve such a diverse group of people; it truly has been a rewarding experience. Moreover, we pride ourselves in offering personal service and have unparalleled resources that can make the difference in helping you reach your financial objectives. Some of the Services we offer Comprehensive financial planning and investment analysis, Life insurance and estate planning, Disability income protection for individuals and groups, Business – Buy/Sell agreement funding, Key person insurance protection & employee reward or retention programs, Mutual Funds, wrap accounts and other investments Retirement planning and College funding programs.