Business Development
With over a half of a century of experience, Algren Associates consistently stands out as a powerful force in the insurance industry. We are committed to providing efficient estate and wealth transfer solutions for financial advisors and their clients. As an independent partner to professional advisors, broker/dealers, banks, and other institutions, we are committed to discretion in the planning process anchored by our consultative approach.
Goshen, NY 10924
J. Hoffman Insurance is an independent insurance agency that specializes in business, home and auto insurance. We work with more than 20 top rated insurance carriers to provide our clients with the best possible coverage, pricing and service. Our agency is family owned, veteran owned, and committed to being a meaningful member of the communities we live, work and play in. We are licensed in NY, NJ, PA, CT and VA.
President & CEO, Lynch Wealth Strategies, Inc.
Our branch team strives to provide a high quality, consistent experience for our investor clients: individuals, families, businesses and non-profit organizations. We work hard to understand their personal goals and to nurture enduring, long term relationships. We achieve this by adhering to the following business tenets:
Ø Utilize objective research and comprehensive financial tools,
Ø Listen well to understand and stay current with clients’ evolving financial needs,
Ø Educate clients on all available investments & insurance solutions, which meet their needs
Ø Holistically integrate branch resources with clients’ other trusted professionals (e.g., their estate attorney, tax accountant),
Ø Have a long term focus, remain personally accessible and regularly communicate with clients,
Ø Provide reliable, customized and convenient services to help clients achieve their goals.
What truly distinguishes our professional practice from others is our team’s reliable service, putting our clients’ interests first and striving to deliver what they expect, each and every day.
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lynch Wealth Strategies, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.
Selling Life Insurance and its related products
Warwick, NY 10990
Insurance agency providing personal and commercial lines. Offering great rates on car and home insurance. Licensed in NY, NJ and CT.