At Preferred NY Financial Group we have an experienced team of financial services professionals with expertise in a broad range of planning areas. They identify and prioritize the concerns of our clients. They address those concerns in the spirit of independence that has allowed for the best possible product recommendations. They represent many highly rated insurance companies that offer solutions for varying needs. From estate planning issues, to buy and sell challenges, to pension maximization, or simply family protection , they match companies and their products to the specific needs of their clients. From a life insurance underwriting prospective they have used long term relationships with some of the industry’s most respected carriers to produce very competitive offers.
Through the relationship with the broker dealer, Lincoln Investment Planning, LLC., they have written many income producing variable annuity products that afford either immediate or deferred benefits to their clientele. They have also written variable annuity products that partially shield contract owners from potential downturns in the marketplace. For more conservative clients they have a complete array of fixed annuities that accumulate gains in a slow but steady manner. In the world of current tax deferral with the eventual need for retirement income they are able to share their experience with several possible solutions. Of course they are sensitive to issues like longevity risk and the need for liquidity before making any recommendations.
With Lincoln Investment Planning, LLC. as the broker dealer, they have access to several very competitive investment platforms. It is always the goal to match the individual’s specific situation and needs with an investment recommendation that properly addresses their risk tolerance and long term goals.
Preferred NY Financial Group has always had a vibrant employee benefits division. Our advisors have in house personnel that work with HR professionals and small business administrators on all of the challenges related to providing the best possible health and ancillary benefits to our clients. Having professionally trained staff makes navigating the frequent legislative changes in this area so much more palatable for our clients.
Preferred NY Financial Group also provides solutions in the areas of Long Term Care and Disability Income. Our advisors utilize highly rated carriers with competitive price points to address the needs of our clients. Our advisors have associates trained in the area of Medicare related issues who oversee the best suited products available for Medicare beneficiaries.
Preferred NY Financial Group is truly a complete financial services consulting firm that has responded to the needs of our clients in a caring and timely manner for over 20 years.