BRINGING SYNERGY TO YOUR

SUCCESS

ABOUT US

As part of our founding philosophy, we believe that when our clients are truly educated on financial matters, they will make the most effective decisions.

Our advisors are highly qualified and maintain partnerships with the nation's foremost insurance brokerages. The Travers & Associates team also has access to top underwriters, trust/estate attorneys and CPAs, ensuring our clients receive unparalleled information and service from the industry’s leading experts.

ESTATE PRESERVATION

 

Growing your wealth requires patience and foresight. Our estate preservation strategies will help all the hard work you’ve put into growing your wealth stand the test of time.

LIFE INSURANCE SERVICES

 

While no one can predict the future, we can help protect you from the challenges that life may bring. Our expertise in advanced planning concepts are tailor made to fit each individual’s needs.

 

BUSINESS SUCCESSION PLANNNG

People depend on you. That’s why our advisors build custom solutions to help protect the longevity of your company and the people it employs.

 

CONTACT US

P:  631-794-0400

F: 631-954-0077

Email:info@traversandassociates.com

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