Our Qualifications
We have been working with individuals and businesses in the area for over 35 years. Paul Himmelstein CLU, ChFC, the principal, has been practicing since 1978 and started in the insurance field before adding other financial services in 1980. He is fully licensed in the securities field as well.
We have extensive personal and professional experience.
We have various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.
We are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and participate in the management of your finances. 
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.