Our Services

Risk Management Strategies and Asset Protection

Life Insurance, Disability Income insurance and Long-Term Care Insurance

Retirement Funding Products and Services

Comprehensive Financial Planning

Estate Conservation Strategies

Brokerage Products and Services

Employee Benefit Services and Group Plans

401k's, 403b's


Alternative Investments

Municipal Bonds

Mutual Funds

Wealth Management Services

Stocks, ETF's, REIT's and UIT's

529 College Savings Plans

Medicare Options

Some health insurance products offered through unaffiliated insurers through the Enterprise General Agency, Inc. (EGA), Somerset, NY 08873. EGA is a MetLife company.