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 may conduct advisory business in Florida and New York.
Robert assists clients 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.
Robert can help you with your goals by carefully coordinating the efforts of trust officers, attorneys and accountants.
He has provided services to individuals, families, professional athletes, corporations and over 100 school districts, hospitals and colleges in Long Island, New York, New Jersey and Florida.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.