Full Service Investment Brokers, IRA Planners Investments Annuities and Insurance
Full service Investment Brokers, and planners offering a complete line of investment Life insurance annuities and retirement planning services. Members FINRA/SIPC
Keywords: Investment Brokers, Charles Scwabe, IRA Plans, Stockbrokers, Financial Advisors, Investment Advisors, IRA Rollovers
Interview Q&A
How long have you been in business?
owners (2) have over 80 years' experience
What is your primary product or service?
insurance Brokers and Agents, financial insurance retirement planning
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Started on Wall Street in 1977 with EF Hutton,
How do you differentiate yourself from other businesses in your category and area?
Our office is unique because the manager in addition to owning and operating a full service P&C Insurance agency offering insurance and retirement planning is a licensed securities broker
How many locations do you have and do you have plans to expand?
one for now
Provide detailed directions to your location
on route 88 in way to Point Pleasant Beach
What type of payments do you accept?
Cash, checks and all forms of credit cards and finance plans
Which areas do you service?
all of NJ
What are your hours of operation?
9- 6pm Monday through Friday 10-3 Saturday
What is the best compliment anyone can give you?
a referral
What is your favorite quote or Bible verse?
"Far better it is to dare mighty things to win glorious triumphs even though checkered by failure than to take rank with those poor spirts who neither enjoy much nor suffer much because they live in the gray twilight that knows not victory nor defeat" Theodore Roosevelt