US: 800.261.2799 | UK: 0800.232.1081

The Jewish Referral Service connects you to top businesses in hundreds of fields. Just tell us what you need and businesses will contact you.

 

Showing 1–62 of 62 results for

Financial Insurance Everywhere

Related Categories

Wells Fargo Advisors LLC

1 Penn Plaza, 27th Floor
New York, NY 10119

917-351-2201
jason.lane@wellsfargoadvisors.com
http://www.wellsfargoadvisors.com/jason.lane
View map

Diplomas don't grow on trees either!

With college tuition and fee hikes regularly outpacing inflation, its never too early to start saving for higher education costs. Together we can explore a variety of savings vehicles, including 529 plans Coverdell Education Savings Accountants and UGMA/ UTMA accounts. Call today to find a strategy that's right for your family.

Wells Fargo Advisors' unique Envision planning process helps us to get to know your specific needs and goals in order to create your tailored investment plan. Monitoring your progress is easy. You'll always know if your on track to reach your financial goals. Find out how having an Envision plan can help you live the life you planned.

Wells Fargo Home Mortgages is ready to help you with financing options that include:

  • Fixed-rate mortgages. A fixed-rate mortgage provides predictable monthly principal and interest payments over the life of the loan.
  • Adjustable-rate mortgages. Typically has a lower initial interest rate than a fixed-rate mortgage, making your intial payments lower. After the introductory period, the interest rate adjust periodically based on a market index and may increase.
  • Jumbo mortgages. If you plan to purchase or refinance a high end property, our jumbo mortgage options can help you make the most of today's inviting home prices and historically low interest rates. Also, qualified customers can take advantage of expanded credit, debt and loan-to-value approval guidelines.
  • Construction-to-permanent loans. A construction-to-permanent loan helps you finance your new home from the ground up with construction financing plus permanent "end loan" financing.

Our unique Envison process helps you identify yur top priority goals and develop a plan designed to help you live your life the way you want. It also offers you the flexibility to adjust your priorities to account for any of life's changes, such as:

  • Increasing medical costs
  • Helping a child or grandchild afford higher education
  • Caring for an elderly parent and more

To find out how Envision can help ensure your investment plan keeps pace with your life, please contact me today.


BEW Financial Solutions

201 Wanaque Avenue
Pompton Lakes, NJ 07442

973-831-2188
973-831-2187
info@bewfinancialsolutions.com
http://www.bewfinancialsolutions.com
View map

BEW Financial Services

Bruce E. Weiner - President

Specialize in:

  • Life Insurance
  • Annuities
  • Individual & Group Health Insurance
  • Disability Insurance
  • Business Continuation Insurance
  • Long-Term Care Insurance
  • Medicare Insurance
  • Retirement Planning
  • College Planning 


Proven Results

Fort Lauderdale, FL 33308

954-684-6618 / 800-732-7704

Proven Results is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

Discover innovative solutions to your financial puzzles

Be sure you do not own stocks in comapnies involved in abortion, pornagraphy, non-marrie lifestyles, etc.


State Farm Insurance - Erik Chiprich

473 Amsterdam Ave.
New York, NY 10024

212-362-1112 / 917-562-2527
212-362-5477
erik@chiprichsf.com
http://www.chiprichsf.com/
View map

  • Homeowners
  • Auto
  • Condo Owners
  • Renters
  • Life & Annuities
  • Health
  • Disability
  • Long Term Care
  • Business
  • Boat & Other Insurance


Financial Independence Co.- Howard and Sheila Hartman

22801 Ventura Blvd., Suite 205
Woodland Hills, CA 91364

800-677-2209
818-592-6345
howardh@f-i-c.com
http://www.f-i-c.com
View map

 

Financial Independence Co. Insurance Services (FICIS) develops innovative and cost-effective benefit solutions. Since 1984, FICIS has provided healthcare solutions to such industry leading companies as Wyndham Hotels and Resorts, Washoe Health Systems and the American Teleservices Association. 

Our Services:

FICIS provides the following year-round services to assist as an extension of the Client’s Human Resources/Benefits Department:

  • LONG RANGE BENEFIT PLANNING
  • PLAN DESIGN AND RATE NEGOTIATION
  • CLIENT ADMINISTRATIVE SUPPORT
  • DAY-TO-DAY CLIENT SERVICE
  • BENEFIT ADMINISTRATION MANUALS AND EMPLOYEE SURVEYS
  • FINANCIAL AND UTILIZATION EXPERIENCE ANALYSIS
  • EMPLOYEE BENEFIT MEETINGS AND COMMUNICATION MATERIALS
  • DOCUMENT REVIEW, REGULATORY REPORTING AND LEGISLATIVE UPDATE SERVICES
  • COBRA SEMINARS
  • NEW BUSINESS TAKEOVERS
  • OPTIONAL SERVICES

 

 


Allstate Financial Services, LLC - Rich Chirico

796 RT 15 South 105
Hapatcong , NJ 07849

973-663-8500
973-663-8580
View map

As a Personal Financial Representative in Lake Hopatcong, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important – your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.

As a Personal Financial Representative, I’m licensed to sell financial products such as IRAs, mutual funds, variable life insurance, variable annuity products and more. This means you can take care of a wide variety of your insurance and financial needs in one place. If you’re thinking of retirement, savings or protecting your family and assets, I would be happy to assist you in finding solutions to help meet your needs.

 


Lars Eilenfeld Insurance & Financial Services Agent

9855 W. Craig Road, Suite 101
Las Vegas, NV 89130

702-656-8566 / 702-275-1249
View map

auto/motocycle, homeowners/landlord, boats/rv's, business insurance, workers comp., life insurance/annuities, mutual funds, retirement plans, college funding, umbrella liability.


New York Life-Boris Kandkhorov

95-25 Queens Blvd., 4th Floor
Rego Park, NY 11374

718-286-1146 / 917-692-1773 / 718-459-0846
718-459-0846
nylifeboris@gmail.com
http://www.newyorklife.com
View map

Specializes in:

  • Defined Benefit Pension Plan
  • Defined Contribution Pension Plan
  • Profit Sharing Plan
  • Business Protection Planning
  • Business Succession Planning
  • Estate Planning
  • Tax Qualified Life Insurance
  • Custom Whole Life Insurance
  • Refund Preimum Universal Life Insurance
  • Survivorship Whole Life Insurance
  • Qualified Plan Funding IRA, SEP-IRA, ROTH-IRA
  • Life Time Income Annuities
  • Partners BUY SEll Funding
  • Many Insurance And Financial Needs

 


Farmers

9020 Reseda Blvd., Suite 202
Northridge , CA 91324

818-802-1438 / 818-701-0555
818-701-0771
khinson@farmersagent.com
http://www.farmersagent.com/khinson
View map

Specializing In: 

  • Auto 
  • Home
  • Health
  • Life
  • Long Term
  • Financial Service & Much More


Dot Yandle Financial Services, LLC

8037 Corporate Center Dr., Suite 300
Charlotte, NC 28226

704-543-0690
704-543-7711
dyondle@yandle.com
http://www.dyandle.com
View map

I offer comprehensive investment planning. I can help develop a plan that takes into account your personal financial circumstances and needs, tax status, risk tolerance level and which considers your college, retirement and estate planning goals.

Our Services:

  • Retirement Planning
  • Mutual Funds
  • IRA/SEPs
  • Tax Planning
  • Life Insurance
  • Variable Annuities
  • Brokerage Accounts


LTC Financial Partners

213 Indian Hills Trail
Marietta, GA 30068

404-245-2444
belen.hickman@ltcfp.com
http://www.belenhickman.ltcfp.com
View map

Long Term Care Specialist!

We Provide Unbiased, Side-by-Side Comparisons Of the Leading Carriers in Your State!

  • Receive Care Services in the Comfort Of Your Home
  • Protect Your Savings and Other Family Assets
  • Choose Who Provides Your Care and Where


MassMutual Financial Group

1271 60th St.
Brooklyn, NY

718-879-1713 / 917-771-7406
718-879-1741
http://www.ijanklowicz@financialguide.com

Specializing In:

  • Annuities
  • Disability Income Insurance
  • Individual Retirement Account
  • Investments
  • Life Insurance
  • Mutual Funds
  • Trust Services And More


George Xu, CPA

39-07 Prince Street, Suite 4C
Flushing, NY 11354

718-888-1998 / 718-321-0829
718-321-1455
gxucpa@gmail.com
http://www.xucpa.com
View map

George Xu - Certified Public Accountant specializes in:-

  • Accounting
  • Bookkeeping
  • Payroll
  • Tax Preparation (Individual & Corporate)
  • Financial Advisory
  • Insurance Broker


Warner Financial Group, Inc

Post Office Box 287
Bernardsville, NJ 07924

908-766-0400 / 800-729-6581
http://www.warnerfinancialgroup.com
View map

Warner Financial Group, Inc is a nationwide organization dedicated to helping selected clients maximize, manage and protect assets and earning potential.

What We Can Do For You and Your Business:

Qualified Plans

  • Corporate pension and new comp profit-sharing plans
  • Salary reduction plans 401(k)
  • Employee stock ownership plans (ESOP)
  • Retirement Plans
  • Section 79 Plans

Executive Benefit and Non-Qualified Plans

  • Executive salary continuation programs
  • Supplemental retirement programs
  • Survivor income plans
  • Various “Golden Parachute” and executive security plans
  • Deferred compensation plans

Estate and Business Planning

  • Estate tax reduction plans
  • IRA Max Program
  • Business continuation agreements and funding
  • Irrevocable trust estate planning
  • Family Foundation Trust



Farmers Insurance Group

920 Manhattan Beach Blvd, Suite #2
Manhattan Beach, CA 90266

310-545-1027
310-545-2171
cramirez2@farmersagent.com
View map

Specializing In:

  • Business Insurance
  • Workers' Compensation
  • Home & Building Insurance
  • Life And Health Specialty Products


CWM Coordinated Wealth Management

3430 Ocean View Blvd., Suite E
Glendale, CA 91208

818-248-2999
818-248-9315
http://www.cwmadvisor.com
View map

  • Retirement Planning
  • Tax Planning
  • Portfolio Management 
  • Estate Planning
  • Insurance And Risk Mangement 
  • Comprehensive Financial Planning

Securities Offered Through Western International Securities

Member FINRA And SIPC. Coordinated Wealth Management And Western International Securities Are Separate And Unaffiliated Entities.


Allstate - The Gilyard Agency

5825 Glenridge Drive NE, Bldg. 1, Suite 218
Atlanta, GA 30328

404-418-8959 / 678-521-3404
404-592-0313
andregilyard@allstate.com
View map

Specializing In: 

  • Auto
  • Home
  • Business
  • Life
  • Financial Protection


Nora Harris Agency- Allstate Insurance

2730 Mtn. Ind. Blvd., Suite 108
Tucker, GA 30084

770-939-2106
770-939-2091
noraharris@allstate.com
http://www.allstateagencies.com/noraharris/welcome
View map

Bundle and Save .... I can help you save time and money. 

Protecting more of your world with Allstate makes your life easier. And it can put more money in your pocket. Bundle policies for your car, home, boat, motorcycle, RV and more, Why wait? Call me today.


Jeffrey Etzin & Associates

580 Sylvan Avenue
Englewood Cliffs, NJ 07632

201-569-4088
201-569-2221
jeffrey.etzin@genworthrr.com
View map

Accounting Services, Individual & Business Tax Preparation, Tax Planning, Investments, Retirement Plans, College Planning, Life & Health Insurance, Long Term Care Insurance, Disability Insurance, Business & Strategic Planning.


Peter G. Neuberg, CFP, CPA, PFS

362 Parsippany Road
Parsippany, NJ 07054

973-428-9100
http://www.lpl.com/peter.neuberg
View map

Tax Planning & Preparation , Accounting Services For Small Or Large Business Owners, Investment Planning For Asset Accumulation & Wealth Preservation & Much More.


Peter A. Nussbaum

444 Highway 35
Eatontown, NJ 07724

732-578-9870 / 732-225-0777
732-578-9011
Nussbaum,Peter@PMLMAIL.com
View map

*Insurance & Estate Planning * Employee Benefit Planning. * Business Planning. * Annuity & Investments.


Andrew M. Horn

444 Highway 35
Eatontown, NJ 07724

732-578-9870 / 732-225-0777
732-578-9011
Nussbaum,Peter@PMLMAIL.com
View map

*Insurance & Estate Planning * Employee Benefit Planning. * Business Planning. * Annuity & Investments.


Michael Abrams

444 Highway 35
Eatontown, NJ 07724

732-578-9870 / 732-225-0777
732-578-9011
Nussbaum,Peter@PMLMAIL.com
View map

*Insurance & Estate Planning * Employee Benefit Planning. * Business Planning. * Annuity & Investments.


Edward Jones - Jonathan J. D'Oleo, Financial Advisor

3091 NE 163rd Street
Miami, FL 33160

305-945-5175 / 305-297-7900
jonathan.d'oleo@edwardjones.com
http://www.edwardjones.com
View map

Retirement, education, estate plans & trusts, investments, life insurance, account services & tools, saving, spending & borrowing solutions, online solutions


Best American Financial Services

2300 W. Sample Rd., Suite 108
Pompano Beach, FL 33073

954-984-7399
bestamerican@bellsouth.net
View map

top rated insurance companies: individual, group, health, life, major medical, medicare supplements, long term and home health care, free claim service to clients.


Medvice Life Settlements, Inc.

1620 Manhattan Ave., C6
Union, NJ 07087

201-864-7200
212-202-5052
View map

A senior life settlement is a financial transaction in which a current policy owner possessing an unneeded or unwanted life insurance policy sells the ownership and beneficiary of the policy to a third party for more than the cash value offered by the life insurance company. once the insured on the policy passes away, the new owner collects the entire death benefits. making this investment secure, high yield and low risk.


Quantum Financial Center

5805 Blue Lagoon Dr., Suite 280
Miami, FL 33126

305-447-8404 / 877-364-8404
View map

estate planning, life insurance, premium finance, pension, business insurance, financial services.


Katherine E. Murray, ChFC, CPCU

1641 E. 13th St.
Brklyn, NY 11229

718-787-4500
718-375-3276
View map

State Farm Insurance: homeowners, auto, life, business, health, retirement, college savings, mutual funds, annuities, bank loans/cd's. State Farm VP Management Corp. (underwriter and distributor of securities products).


Prudential Financial - Mickey Elting, CLTC

NJ

732-780-2400
mickey.elting@prudential.com

insurance and financial services, we can sit down together in the comfort of your own home and consider insurance and financial products that can help protect you now and in the future.


Advanced Wealth Solutions Group , LLC

New York, NY 10168

212-922-9188 / 800-456-0624
info@advanced-wealth .com
http://www.advanced-wealth.com

financial planning , investments , qualified pension plans , medical & life insurance , wills , trusts & estate tax plans , college aid , saving plans and more..


Accredited Insurance Associates, Inc.

6099 Hollywood Blvd.
Hollywood, FL 33024

954-964-5444 / 800-257-7833
http://www.accreditedins.com
View map

Just Smart, Clear Advice For All Your Insurance Needs. Homeowners. Automobile. Business. Life/Health. An Independent Agency Representing Over 100 Companies.


Nationwide Insurance & Financial Services

2697 N. Jerusalem Road
East Meadow, NY 11554

516-221-2599
516-221-2810
princis@nationwide.com
http://www.principeAgency.com
View map

we insure all types of businesses including : contractors , prof. offices & buildings , retailers, wholesalers , commercial vehicles and W. C ,etc...


GE Financial, Spiro Litsas

NY

516-972-0716 / 800-832-6868

Straight Answers To Tough Questions: Will My Children Care About Me Or For Me? Of Americans over 70, an estimated 42% are expected to need some form of long term care in their lifetime.* Help guard what you've spent a lifetime building with long term care insurance protection from GE Ckapital Life Assurance Company Of New York.** For straight answers to your tough questions about long term care insurance, contact Long Term Care Insurance Representative: Spiro Litsas.


Prudential Financial - Tony Ban, Life Member MDRT

70 Bowery Street, 3rd Floor
NY, NY 10013

212-431-8171
View map

Life, Auto & Annuities.


Prescott Insurance & Financial Services

714 Ave. U
Brooklyn, NY

718-627-9300

Low Cost Insurance. Home, Life, Business. Call For A Free Quote, No Obligation. Serving Marine Park, Ocean Pkwy., Kings Hwy., Homecrest, Midwood, Park Slope.


Barbara Maxwell, LUTCF

2031-8 Forest Avenue
Staten Island, NY 10303

718-816-8600
718-816-8999
http://agent.allstate.com/066203
View map

Auto, Home, Business & Life.


R.D. Financial Services

Great Neck
NY

888-768-5824 / 516-829-7777

Group Plans, Health, Dental, Life


Stern & Sons Insurance Agency Inc. - Sheldon Stern

3803 FT Hamilton Parkway
Brooklyn, NY

718-871-3506

I Can Help Cover The Bases: Homes, Auto, Life, Retirement.


New York Life Insurance Company - Paul Ehrman

420 Lexington Ave., 15th Floor
New York, NY 10170

646-227-8524 / 718-755-8665
pehrman@ft.newyorklife.com
View map

Financial Strength, Integrity, Humanity, Life Insurance, Annuities, Long-Term Care, Retirement Planning, Estate Planning, Investments, Business Insurance.


National Financial Planning Services, Inc.

733 3rd Avenue, Suite 200
NY, NY 10017

212-661-1600
212-847-7082
View map

Life Insurance; Disability Income Insurance; Retirement Plans; Trust & Estate Planning Strategies; Fringe Benefits; Business Continuation; Long Term Care.


Halbreich Accounting & Tax Service, Inc.

18 Bradley Avenue
Staten Island, NY 10314

718-982-9057 / 516-205-3900
718-982-6331
halbtax@aol.com
View map

Accounting, Tax Services, Mortgage, Financial Services, Life Disability & Long Term Care Insurance.


Douglas Jimenez, MBA, CLTC, Financial Services Representative, MetLife

115-09 Liberty Avenue
Richmond Hill, NY 11419

718-738-0400 Ext. 220 / 646-552-4216
718-738-4860
http://www.dougjimenez.metlife.com
View map

Do you know that medicare and medical health insurance provide only limited coverage for long-term care? Do You know that long-term care insurance can help pay for many options, such as in-home care and assisted living facilities? Do you know that long-term care insurance will help you stay independent longer? If you answered "No" to any of these questions, talk to a MetLife financial professional, who can sit down with you and your family to discuss a plan.


All Family Insurance

3361 E. Tremont Avenue
Bronx, NY 10461

718-792-1478
View map

Auto, Motocycle, Limo/Livery, Defensive Driving; Courses.


Ron-Tan Enterprises, Inc.

425 Broadhollow Rd., Suite 427
Melville, NY 11747

631-694-2170
631-694-2196
http://www.rotanenterprises.com
View map

Let Us Do All The Work.


DCAP Insurance

1469 Deer Park Avenue
N. Babylon, NY

631-586-3100 / 516-794-5300 / 718-417-7272

Long Term Care; Health Insurance; Life Insurance; Mortgage Protection Insurance; Disability Insurance; Dental Coverage; We Deal With Over 200 National Companies; Payment Plans To Fit Your Family Needs.


Jerry's Financial Services

107-12 Jamaica Ave.
Richmond Hill, NY 11418

718-850-6885 / 917-834-5738
View map

for all your insurance and investment needs: life insurance, term insurance, disability income, group health insurance, group dental insurance, long term care, medicare supplement insurance, tax deferred annuities, estate conservation, and more...


Prudential Financial - Alexander Kurbatsky

2390 Coney Island Avenue, 2nd Floor
Brooklyn, NY 11223

718-645-3893
718-645-3895
View map

Build a rock solid future. Life, Annuities, Financial Services.


Chester T. Elbert, CPA, PLLC

148-45 Hillside Ave., Suite 200
Briarwood, NY 11435

718-291-2722
718-291-3131
View map

Individual Tax Returns, Financial & Estate Planning, Estate & Gift Tax Returns, Business Setups, Partnerships & Corporations, Litigation Support, Forensic / Fraud Services & Much Much More.....


North Shore Financial Solutions

1979 Marcus Avenue., Suite #210
Lake Success, NY 11042

516-622-2227
516-622-2227
jcentrella@nsfinancialsolutions.com
http://www.nsfinancialsolutions.com
View map

Income Tax Preparation, Accounting Services, Tax Planning, Financial Planning, Retirement Planning, Insurance Planning.


A.J Pellegrino Insurance Agency

15 Monmouth Street
Red Bank, NJ 07701

732-219-9544
732-530-6471
http://www.pelligrinoagency.com
View map

Group Or Individual. Life Insurance; Disability Insurance; Long-Term Care Insurance; Health Insurance; Dental Insurance; Annuities; Investments; International Major Medical Insurance; International Travel Insurance.


Nationwide Insurance & Financial Services

1700 North Dixie Highway
Boca Raton, FL

561-338-3030 / 954-977-4855

Auto. Home. Business. Life. Health. Disability. Long Term Care. Dental


Jennifer Latshaw / Sandra Franco

3499 Route 9, Suite 2A
Freehold, NJ 07728

732-845-9957 / 732-863-9955
jenniferrvp2b@aol.com / Sandy.Franco@verizon.net
View map

Income Protection Needs, Education Planning, Debt Elimination Solutions, Do You Have A Complimentary Confidential Written Game Plan For Tommorow?


Jerry's Financial Service

107-12 Jamaica Avenue
Richmond Hill, NY 11418

718-850-6885
View map

life insurance , term insurance , disability income , group health insurance , group dental insurance , long term care , medicare supplement insurance and more..


Jonh Hancock Financial Network -New York Partners Agency

1981 Marcus Avenue , Ste.210
Lake Sucess, NY 11042

888-792-7125 Ext.232
http://www.newyorkpartners.jhancock .com
View map

long term care insurance , life insurance , investments , financial needs analysis and estate conservation


New York Life - Ari Fischman

420 Lexington Avenue, 15th Floor
New York, NY 10170

646-227-8304 / 347-683-6598
646-227-8198
afischman@ft.newyorklife.com
http://afischman.nylagents.com
View map

Registered Representative For NY LIFE Securities Inc. Member NASD/SIPC. Individual Life Insurance. Long Term Care Insurance. Disability Income Insurance. Personal Planning. College Funding. Business Planning And More...


Zimmerman & Alzate Accounting And Financial Consulting Services

13320 S.W 128th Street
Miami, FL 33186

305-235-9515
305-235-1387
mike@zmcpa.com
View map

securities & exchange Commission , series 7 license , mortgage broker , insurance and certified mediator


AllState Insurance Company - Regina B. Floria, Exclusive Agent

2867 Webster Avenue
Bronx, NY 10458

718-365-7000 / 914-251-8100
718-365-4363
View map

Specializing in: Financial Services, Auto, Home And Business


GE Financial - Spiro Litsas

800-832-6868 / 516-972-0716

Straight answers to tough questions:Will my children care about me or for me?Of Americans over 70, an estimated 42% are expected to need some forms of long term care sin their lifetime.Help guard what you've spent a lifetime building with long term care insurance protection from GE Capital Life Assurance Company of New York.**


Dobrin Eric

250 Old Country Rd., Bldg. 240A
Hickville, NY 11801

516-827-5097
516-827-5099
View map

No Matter What Your Financial Goals Are, We Can Help You Reach Them! It's Smart, It's Free, It Could Change Your LIFE. Call Today For A Complimentary, Customized Financial Analysis.


State Farm Insurance Companies

3252 Hempstead Turnpike
Levittown, NY 11756

516-735-1900
516-735-1953
View map

Home, Auto, Life. Fire.


The Durant Insurance & Financial Service Group

474 Somerset St.
No. Plainfield, NJ 07060

908-791-0085
908-791-0114
http://www.durantinsurance.com
View map

Insurance, Mortgages, Income Taxes


Pinnacle Financial Services

2381 Hylan Blvd.
SI, NY 10306

718-668-2226
718-668-2297
View map

Investments & insurance, stocks, bonds, mutual funds, annuities, retirement plans, portfolio management, investment analysis, free consultation


LTC Financial Partners
Showing 1–62 of 62 results for Financial Insurance Everywhere