Broker Check

Insurance Services

Being well versed in the area of insurance planning can help to protect you and your family against a variety of risks. Both Robert and Brant have strong backgrounds in the area of insurance planning and work with our clients to identify and implement an insurance strategy that fits their needs.

For 13 years, Robert was the Director of Insurance for Fahnestock & Co. Robert was responsible for identifying the insurance companies Fahnestock & Co partnered with and also negotiated the selling agreements for the firm. Additionally, Bob and his team were responsible for providing the best insurance solutions to over 1,000 brokers on a regular basis. Brokers relied on Bob to identify the most competitive products, strongest companies and to give specifics on how each product worked.

With Bob’s vast experience in this area, you can be confident the product we recommend will be an appropriate fit for your needs. Some of the most common insurance products we advise our clients on are long-term care insurance, life insurance, irrevocable life insurance trusts (ILET’s) and charitable remainder trusts.