Our Firm

Stephen Levine is a graduate of the University of Pennsylvania's Wharton School. He is a Chartered Financial Consultant and a Chartered Life Underwriter. Steve has spoke to many groups on all areas of financial services, and he has writted articles published on Buy-Sell Agreements, Salary Continuation insurance and Key Man Insurance. Steve is a registered representative of Cetera Advisor Networks LLC. 

Thomas Clifford graduated Dowling College with a Masters Degree in Finance and Banking. He is a Investment Advsior Representative. Tom specializes in retirement plans for small businesses. He is a registered representative of Cetera Advisor Networks, LLC. 

In 1998, Steve and Tom formed a professional partnership that has provided their clients with advice and implnetation in all areas of retired planning, estate planning, as well as life and health insurance.