Companies We Represent

Our Partners

We have strategic relationships that enable us to fulfill our client’s product and service needs at the highest level. We provide clients access to the specialized knowledge, financial products and investment tools that their success has earned.

GuardianINGAXAMutual of OmahaJohn HancockTransamericaGenworth FinancialMetlifeAllianz LifeOhio National

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  • Testimonial

    "Roy Assad was my insurance consultant and later my financial advisor when he was based in NYC. Roy is an excellent listener. He is inventive, hard-working, generous, and optimistic. He explained concepts with inimitable patience. No matter how mundane my questions were, he always approached creative problem-solving with respect and a can-do attitude. He's an arts aficianado who's always willing to learn more and has boundless energy. He helped me greatly at a crucial post-college time when I was beginning my career in the Performing Arts. Roy is a great and consistent communicator. I give my highest recommendation to Roy Assad!"

    June 23, 2008
    Wendy B.