Our company offers the personal services of experienced & independent insurance broker/agents who provide retirement savings accounts, life & health insurance over the years for families, seniors & small business owners. We speak English & hablamos Espanol. Individual and group 401k plans are available.
- Individuals & Schedule C filers will be able to see the impact of retirement contributions on their 1040's before e-filing them
- Small businesses can plan ahead with interim financial statements to see how much they can contribute to their own retirement & benefits to offset what may be taxable profits.
We participate in all of the annual Continuing Professional Education courses and Certifications offered by CMS (Center for Medicare & Medicaid Services) and ACA (Affordable Care Act) and New Jersey & New York life & health licensing centers.
Visit the Services area of our site to learn more about services available to individuals and businesses.
Visit the Contact Us page for information regarding how to reach us via telephone, fax, e-mail or mail.
Feel free to contact the office anytime. We're here to help.