We believe in the value of service, ingenuity, and integrity.
We provide a one-stop solution for your client's insurance and financial planning needs.
Paul Himmelstein, CLU, ChFC, the Advanced Sales and Marketing Director, began his career in 1978 with Prudential Insurance Company. In 1980, he began his own financial planning firm, Himmelstein & Associates, specializing in estate, business, and retirement planning. From 1994 until 2003, Paul was the Regional Manager for ING and Washington Square Securities (now known as ING Financial Partners) in the state of Connecticut. Paul also has his series 7, series 24, series 63, Life, Health, and Variable Insurance products licensing.
Paul's combination of over 30 years of experience and education in both, the retail and brokerage sides of financial planning has prepared him with the skills and knowledge to be an excellent resource to other advisors and agents. Knowing what it takes to be a great financial advisor, Paul is always interested in helping and educating others in his field.
Currently a Supervisory Registered Principle for a branch of Advisory Group Equity Services LTD., member of FINRA SIPC, Paul has recruited and trained his staff to run an efficient and effective brokerage catering to its clients needs. Our expertise in case design and underwriting gets policies issued and placed.