Each stage of life brings different financial challenges and goals. My commitment as your financial professional is to help you protect what matters most. Our tools include Life insurance policies, disability-income Insurance, long-term care insurance and property and casualty insurance to protect your assets and manage your risk.
For investment and retirement planning needs we offer annuities, IRAs, mutual funds and managed money accounts. In addition to solving individual financial challenges, I help businesses solve their challenges every day through business continuation funding, executive compensation funding and key person insurance.
We serve clients in Western/Central New York, Mohawk Valley, North Country, and the Southern Tier
As the financial crisis deepened in 2008, lending froze up. Businesses were starved for capital. Two years later, as the economy recovers, organizations must be careful in choosing the right financing partner.
Even during the worst of the crisis, Prudential delivered over $15 billion in corporate financing solutions and commercial real estate mortgages. Through up and down markets, we remain committed to providing our clients the business-sustaining capital they need to move forward with confidence.
Asset Protection and Risk Management