Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Steve is the General Agent for Financial Balance Group, LLC, an agency of The Guardian Life Insurance Company of America, NY, NY.
Bill focuses on income protection strategies for personal clients nationwide. Most of his clients are business owners, physicians and consultants.
Gary is a registered representative that has helped mostly affluent clients with their financial planning, investment and insurance needs since 1995.
There are many insurance agents out there. But if you are looking for an insurance professional who will take care of your needs like a family member, you’ve come to the right place.