Focus: Insurance Strategies, Investment Strategies
BUSINESS PHILOSOPHY
My goal is to always take care of families and business owners by putting their needs first and providing them with assistance in building their financial freedom. My personal goal is to become a lifetime resource for every client.
PRODUCTS AND SERVICES
- Fixed and Variable Annuities
- Charitable Giving Strategies
- Disability Income Insurance
- Estate Conservation Strategies
- Education Funding Strategies
- IRA Consolidation/Rollovers
- Long-Term Care Insurance
- Mortgage Protection (through life insurance and disability income insurance)
- Lump-Sum Pension Distribution
- Medicare Supplement Coverage
- Pension Payout Alternatives
- Pension Transfer/Rollovers
- Mutual Funds
- Tax Sheltered Annuities, 403(b) Plans
- Term Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Whole Life Insurance
- Business Planning strategies
Chris has been addressing the financial needs of business owners, executives, and professionals throughout the tri-state area for many years, offering a wide range of quality products and services. Chris brings a unique blend of experience, perspective, and a professional "can do" attitude to one of the leading financial service organizations in the country.
With extensive experience in the strategic planning side of the insurance and investment industry, we believe that no other company in the tri-state area offers the same level of service. This unique advantage allows us to make and uphold the following commitments to our clients and prospective clients:
- Due to the exceptional work we do, we provide our clients with extraordinary service.
- Our thoroughness and enthusiasm enable us to introduce new and innovative ideas and concepts.
- When you choose to do business with us, we will implement your strategic plans using only quality products and services.
I am licensed to sell Insurance Products in the following jurisdictions:
New York, New Jersey, Connecticut, Delaware, Pennsylvania, North Carolina, South Carolina, Florida, Georgia
CA Insurance license #4368578
I am licensed to sell Securities Products in the following jurisdictions:
New York, New Jersey, Pennsylvania, Delaware, North Carolina, South Carolina, Florida, Connecticut, Virginia, Illinois, California, Oregon, Washington, Georgia, New Hampshire
CRN202801-8027492