Broker Check

Our Services

Financial Services For Individuals

Personal Financial Needs

We can assist you in needs for retirement, family income needs for death and disability, and college education expenses. Our representatives will review your current portfolio to be sure you understand the current risks you are taking as well as the performance of your investments to see if you are meeting your goals.

  • Investment Management/mutual funds
  • All types of life insurance
  • Personal disability insurance
  • Long term care insurance
  • Annuities (fixed, variable and immediate)
  • CDs
  • IRA/Roth IRA,403b,as well as many other retirement plans

(Insurance products are not offered through The Lincoln Investment Companies)

Estate Planning

We are available to review your current estate plan or assist you in creating an estate plan. We work with your estate planning attorney or we can recommend an attorney if you need one. Many times a combination of trusts and insurance can help solve most estate tax problems.

  • Survivorship Life insurance
  • Universal Life insurance
  • Whole Life insurance
  • Term Life insurance
  • Long Term Care insurance

Financial Services For Businesses

Employee Benefits

We offer complete employee benefit packages. Have us guide you in choosing the most important benefits to help you retain your employees. Our service will make administration of these plans easy.

  • Medical Insurance Plans
  • NYS Short term disability insurance
  • Group long term disability insurance
  • Group Dental insurance
  • Group Life insurance
  • Group Long Term Care insurance
  • Voluntary benefits(paid by the employee)offered from AFLAC/Allstate and others
  • Retirement Plans such as 401k, SEP, Simple IRA, Defined Benefit, Floor Offset as well as many other custom plans.
  • Non-qualified executive benefits and bonus plans.
  • Key person coverage

Funding of Buy/Sell Agreements

We can review your business agreement to be sure it is meeting your current funding needs and we will make recommendations if it is out of compliance or refer you to an attorney if you need legal recommendations.

  • Life Insurance
  • Disability Buy Out
  • Investments

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  631-807-2204