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Kevin Quinn Featured in LIBN Article
Health & Benefits Partner Kevin Quinn was recently sourced in a Long Island Business News article entitled "Friends Without Benefits".
Senior Advisor/STEP Co-Chair Mitch Stein Host Estate and Financial Planning Event
Senior Advisor/STEP LI Co-Chair Mitchell Stein hosts presentation entitled "Importance of Trusts in Estate and Financial Planning" as part of STEP Long Island's monthly breakfast meeting series.
Mitch Stein Featured in Long Island Business News Article
Mitchell S. Stein, TEP was recently featured in a May 2016 Long Island Business News article.
Glenda Jackson Volunteers For EMBODI Program
Risk Consultant Glenda Jackson volunteers for the EMBODI Program by teaching various insurance topics to at-risk adolescent males.
Mitch Stein Attends 2016 National Advisors Conference
Private Client Services' Senior Client Advisor Mitch Stein attends 2016 National Advisors Conference.