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Our Services

Our firm offers our clients an impressive depth of experience and knowledge in investment planning, insurance planning, estate planning, and business insurance planning.

We are the local identity for “The Guardian Life Insurance Company of America,” a Fortune 250 company located in New York. Guardian has over $45 billion in assets* and among the very highest ratings for quality, service, and innovative financial products. For more than 150 years, Guardian has been helping individuals and business owners plan for their financial futures.

Our associates hold a variety of professional financial designations and are well-versed in many financial disciplines. Our combined education and experience position us to offer broad-based financial advice that our clients can trust.

To meet with a an professional, contact us today.
Knowledge and experience to help you pursue your financial goals.

We offer independent financial management and advice in the following key areas:

  • Investment planning, risk management, college funding, retirement planning, and estate conservation.

Our services are designed to help you answer the following questions:

  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough?
  • What is the best way to save for college?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount of life insurance?

Our Services

Retirement planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Tax strategies

Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

Education funding

Recommending investment and accumulation strategies to help you pay for your children’s education.

Investment planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

Employee and executive benefits

Helping your business attract and retain qualified employees through benefit packages.

*Financial information concerning The Guardian Life Insurance Company of America as of December 31, 2014 on a statutory basis: Admitted Assets = $45.3 Billion; Liabilities = $39.6 Billion (including $34.9 Billion of reserves); and Surplus = $5.7 Billion.