J Peat Associates

As a Personal Financial Representative living in Lynbrook/Rockville Centre for 31 years with my husband and three children I know many local families. My knowledge and understanding of the people in this community help me provide over 2,500 customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I'm also here to help you prepare a strategy to achieve your financial goals. I'm proud to work with a company who's been serving satisfied customers for over 70 years. Customers count on outstanding financial strength and superior claims service to help protect what they value most. Allstate delivers on their promise. In fact, their outstanding financial strength and superior claims service received an A+ (Superior) rating by AM Best. Quality service, strength and satisfaction - that's something I'm glad to be a part of. I'm committed to helping you protect what you have today and prepare for tomorrow. I understand the importance of thinking about the "big picture" when it comes to your financial security. From insurance protection to retirement, I'm committed to helping you accomplish your financial goals.

Oberlander Dorfman Inc (ODI) is a financial services firm based in Lynbrook, NY, dedicated to simplifying the complexities of financial planning for clients looking to grow and protect their wealth. With a comprehensive suite of services that includes financial planning, wealth management, and insurance solutions, ODI customizes strategies to meet the unique needs of each client. The firm is led by Founder and CEO Mark Dorfman, a highly respected financial advisor with decades of experience in advising high net worth individuals and corporate executives. Under the guidance of a knowledgeable team, including Senior Vice President Julian Schubach, ODI aims to foster long-term wealth preservation and deliver exceptional service tailored to individual goals. Generated from the website

Primerica is a financial services company dedicated to helping families secure their financial future. With over 45 years of experience, their licensed Representatives educate families on essential financial concepts through the How Money Works™ financial education guide. The company aims to empower individuals by providing them with the knowledge to make informed financial decisions and offering tailored solutions such as term life insurance, investments, and debt solutions to help achieve their financial goals. Primerica's approach includes offering cost-effective term life insurance to safeguard families during critical years, pioneering the "Buy Term and Invest the Difference" strategy that combines term life insurance with investment opportunities, and guiding individuals through Debt Stacking to systematically eliminate debt. By understanding the unique needs of their clients, Primerica's Representatives, who come from diverse backgrounds, provide personalized financial solutions starting with a complimentary Financial Needs Analysis (FNA) to assess the current financial status and suggest appropriate strategies for a better financial future. At Primerica, the emphasis is on creating financial freedom for families. By prioritizing clients' interests and following a people-first philosophy, Primerica has become a trusted name for millions of families seeking financial security. The company's commitment to excellence is recognized through various awards, including being named the #1 Most Trusted Life Insurance Company in 2022 by Investor's Business Daily and earning accolades such as America's Greatest Workplaces and the Fortune 1000® list. Generated from the website content