We're Here to Serve You
For assistance with your investment needs or financial questions you have, let's talk. To schedule your phone meeting, call us at (518) 782-0209 or click here. For assistance with insurance questions, please read our FAQs.
If your finances have been impacted by the COVID-19 pandemic, help may be available. Emergency measures have been enacted by New York State to help protect insurance policyholders who are enduring financial hardship due to the pandemic. These measures extend grace periods and give you other rights under certain insurance policies (individual, small business).
Q. Where can I find information about relief for insurance policyholders?
A. You can learn more about payment deferrals and eligibility on the NYS Department of Financial Services website.
Q. How can I get assistance with deferring my insurance premium?
A. You can make arrangements with your insurance policy issuer. You’ll want to call the company to learn more about hardship eligibility and next steps. Click links below for more COVID-19 relief information.
Auto and Home Insurance
A happy and secure retirement: That’s the goal most of us our working toward. But as we get closer to the date we want to retire, many questions come up, such as:
Our Retirement Bound Workshop will help you answer these questions and learn about the five important steps to take now that may help pave the way to a happier retirement.