The gamut of objective financial services needed by businesses can sometimes seem staggering. In a universe dominated by sales-oriented producers – stock and mutual fund brokers, life and general insurance agents – objective analysis and input can be a breath of fresh air.

As a fee-based firm, we do not have a vested interest in selling you something. Our expertise can bring to the table valuable insight into financial markets and insurance products to help you make informed, unbiased business decisions.

Some of the consulting services we provide include:

  • Assessment of investment choices and expenses in qualified and retirement plans
  • Analysis of life and health insurance needs and product alternatives
  • Analysis of commercial and business insurance products

Why not give us a call at (631) 423-6501 or email us at to find out more on how we can help