Evergreen North Insurance Agency

Work with a firm that understands the challenges in today's economic environmentAt The Pinnacle Financial Group, we understand that wealth is not about number - it's about desired outcomes. We define wealth differently than many investment management firms because we are different. We believe financial independence occurs when your money and finances are aligned, enabling you to live the lifestyle you desire in a manner consistent with your goals and values. As independent wealth advisors, helping you live the life you want now and throughout retirement is our only focus. Our clients rely on us to help seek to protect a lifetime of assets by developing and implementing strategies tailored to their individual goals. It would be our pleasure to do the same for you, serving as your advocate and guide on the path to financial independence. We look forward to an opportunity to help you simplify the demands of managing your financial life, enabling you to devote more time to your business, your personal endeavors and your family. By incorporating retirement and estate planning, tax strategies, and risk management, we can address every aspect of your financial future.

Katz Nassau Agency Inc. is a wholesale life insurance provider based in Rockville Centre, NY, specializing in supporting property and casualty insurance brokers, career life agents, and financial advisors by granting them access to a wide range of life insurance carriers. With over 30 years of industry experience, President Joe Bosnack emphasizes hands-on client relationships and expert guidance to enhance the services brokers can offer their clients. The agency prides itself on being a best-in-class life insurance wholesaler, providing market access and rapid turnaround times to meet client needs. By forming strong partnerships with wealth managers, Katz Nassau Agency assists in developing tailored plans and strategies that align with clients' financial goals, ultimately contributing to increased offerings and profitability for their partners. Generated from the website