Our Firm

Since 1984, our office has served a very diverse clientele, from the sole proprietor to the corporate executive to the recent retiree to the employer with 2,000 employees. We offer our clients skilled and knowledgeable resources in Employee Benefits, Health Insurance, Estate Planning, Retirement Funding Strategies and investments that are required in today's complex marketplace. We believe we have the knowledge and experience to help our clients gain comfort in knowing that we are keeping their financial strategy both efficient and comprehensive.

Together with our affiliates, there are over 100 Associates, many specializing in their own field of expertise.  It is through this vast network that we gain a deep pool of knowledge capable of working with many different types of situations from the very simple to the most complex.