Broker Check
Welcome!

Welcome!

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..

Learn more

Customer Relationship Summary for retail investors

View Our Customer Relationship Summary

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

Learn more

Our History

Employee Benefits

Financial Management

Protect Your Business

Retirement Planning

Succession Planning

Learn more

Individuals & Families

Family and Life Changes

Preparing for the Future

Unexpected Hardships

Wealth Accumulation

Including all "Products & Services"

Learn more
<h2>Dr. Irving Birnbaum&#160;</h2>

Dr. Irving Birnbaum 

Learn more
<h2>Nathan Lerman</h2>

Nathan Lerman

Learn more
SCHEDULE A MEETING WITH A FINANCIAL PROFESSIONAL

SCHEDULE A MEETING WITH A FINANCIAL PROFESSIONAL

Are you ready to speak with a Financial Services Representative about helping to secure your financial future? Get in touch with one of our professionals today.

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.

Learn more

Connect With us

Thank you! Oops!