As an independent financial planner and investment advisor with over 30 years’ experience, Jerry and his team recognize that comprehensive, cost-effective Medicare solutions are vital to a happy and healthy retirement.
Medicare insurance selection can be overwhelming with a dizzying array of choices. Our job is to first, above all else, understand your specific needs, do the required work to analyze all of the available choices and locate the most affordable solution that best supports your needs.
We specialize in both Medicare Advantage and Medicare Supplement plans and also help clients navigate other parts of the complicated healthcare ecosystem, such as finding savings for their medications and qualifying for subsidy programs.
Jerry holds an MBA from Iona College in New Rochelle, NY and a BA from Pace University. He is a registered Financial Planner and Investment Advisor Representative. He further holds Series 7, Series 63, Series 66 and Life, Accident and Health licenses including Medicare AHIP training and certification. In addition he has extensive additional planning, management and financial services training.
Jerry is married and is a long time resident of New Castle, NY where he and his wife raised their two children.