Our Qualifications

Stuart Berrin is a well known financial advisor serving New York City and the Tri-State area. With over 24 years of experience in providing sound financial advice to Educators, non-profit groups, retirees, pre-retirees and business owners, Stuart is committed to providing professional and objective insight to help his clients achieve their life goals.

Believing that each individual's case is unique, Stuart listens carefully in order to understand each person's specific financial needs, then using his years of expertise, works with the individual to help find a solution to achieve their desired objectives.

Stuart utilizes a variety of innovative strategies, many of which are designed to help reduce risk, maximize income and minimize taxes. He holds Series 6, 7, 63 and 65 Securities Licenses, as well as Life Insurance, Disability, Long-Term Care, Health and Annuity licenses. He is state securities licensed in Conneticut, Florida, New Jersey, New York, and Sourth Carolina. He may conduct advisory business in Connecticut, Florida, New Jersey, and New York.

He is a graduate of S.U.N.Y. Oneonta and has a Bachelor of Science  degree in Economics.

Stuart and his wife, Dina have two children and live on the upper west side of New York City.

Robert Berrin earned his Bachelor of Science Degree in Marketing and Finance from New York Institute of Technology in 1981.  Since 1982 he has provided employee benefits to the non-profit community, specializing in 403(b), deferred compensation, mutual funds, insurance and  annuity business. 

He holds FINRA licenses, 6,22,26 63 and 65.  As well as Life insurance, Disability, Long-Term Care, Health and Annuity licenses.  He is state securities licensed in Florida, Georgia, and New York and Texas. He may conduct advisory business in Florida and New York.

Robert assists cllients in protection of their hard-earned assets against the potential loss from estate taxes.  By providing proper strategies, he has helped many clients maximize the transfer of wealth to their heirs and charities as efficiently as possible.

 Both Robert and Stuart can help you with your goals by carefully coordinating the efforts of trust officers, attorneys and accountants.

They have provided all of their services to individuals, families, professional athletes, corporations and over 100 school districts, hospitals and colleges in Long Island, Connecticut, New York, New Jersey and Florida.