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Why would a business that believes in “face to face high touch” service and sales have a Web site?  I believe the answer is that not every aspect of our profession needs to be “face to face." If I have some information that is time critical for our clients, I need a means to disseminate that information quickly and efficiently. The Internet is an ideal vehicle for doing that. The Web site also serves as a medium to suggest different ideas, products and concepts that may be of use to my clients. The Internet is not going to go the way of the hula-hoop and I believe this fad is here to stay in some fashion. I call this “high technology assisted service!" Our goal in this site is to enhance our extraordinary support and service to our clients in a fashion consistent with my stated goals of being the best in our industry for our people! I will accomplish this by offering competitive products, backed by outstanding service, and implemented by knowledgeable and competent professionals.

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HOW WE CAN HELP YOU

Products & Services

529 College Saving Plans

Annuities

Disability Income Insurance

Individual Retirement Account

Investments

Life Insurance

Long Term Care Insurance

Mutual Funds

Trust Services

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For Businesses

Employee Benefits

Financial Management

Protect Your Business

Retirement Planning

Succession Planning

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Individuals & Families

Family and Life Changes

Preparing for the Future

Unexpected Hardships

Wealth Accumulation

Including all "Products & Services"

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Dr. Irving Birnbaum 


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Let us know how we can help. Visit our Financial Services Representatives at a local office near you and start crafting your strategy to help secure your financial future today.

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