OUR PORTFOLIO

Executive Benefits of New York

Executive Benefits of New York

We are a leading independent financial planning firm and all-lines insurance brokerage.

Our mission is to provide our clients with an unmatched level of service and communication that one can expect of a family-owned business. As an independent financial planning firm and all-lines insurance brokerage, we dedicate all of our time and effort to craft the best strategies to accommodate each clients’ unique needs and goals.

By having a Certified Financial Planner™ (CFP®) on staff, along with a Group Benefits Associate (GBA), we bring the convenience of addressing all financial and insurance needs under one roof, thus eliminating the need for multiple brokers.

Read More about the benefits of having a Certified Financial Planner™.

Contact us today to learn how we can add value to your business.

Services We Provided