Borrelli Partners Insurance Agency

The Tokarz Group is an innovative investment advisory firm based in Purchase, NY, focused on partnering with mid-sized companies that exhibit strong management, secure market niches, and predictable profit margins. With a unique approach driven by curiosity and operational expertise, they aim to challenge conventional wisdom and create value through proactive collaboration with portfolio companies. Comprising a seasoned team of investment professionals with extensive experience across various industries, the Tokarz Group specializes in identifying and investing in underappreciated businesses. Their investment strategies are designed to drive growth and profitability, employing both debt and equity investments to elevate these companies into exceptional successes. Generated from the website

Principal Financial Group, based in Purchase, NY, offers a comprehensive range of financial services designed for individuals, businesses, and financial professionals. Their mission focuses on helping clients achieve financial security through investments, insurance, and retirement planning solutions. With an emphasis on education and personalized support, Principal provides resources for clients to understand and manage their financial futures effectively. From disability income insurance to retirement planning strategies, the company aims to simplify financial decision-making and empower customers to meet their financial goals. Generated from the website