Insurance Advisory

The Insurance Advisory Division of Mazars Wealth Advisors is a team of high level financial professionals working together with our clients to achieve their financial objectives. Using an integrated approach that works in tandem with our client’s team of trusted advisors (i.e. CPA, attorney, banker, etc.), we develop disciplined insurance programs, strategically customized to meet our client’s objectives today and in the future.

We are “process-oriented” as opposed to “product-driven.” We do not sponsor products of any kind and we are 100% independent and objective. This independence and objectivity allows us to serve the needs of our clients before anything else.

For individuals we provide:

  • Financial planning
  • Estate planning
  • Life insurance
  • Disability insurance
  • Long Term Care insurance
  • Annuities

For businesses we provide:

  • Business succession planning
  • Benefit program review and compliance check
  • Retirement program review and compliance check
  • Executive benefit planning
  • Group Health insurance market study and insurance
  • Group Long Term Disability insurance
  • Property & Casualty review

Please Note: You should not assume that any of the above serves as the receipt of, or as a substitute for, personalized investment advice from WMWA. Should you have any questions regarding the applicability of any specific issue discussed above to your individual situation, you are encouraged to consult with WMWA or another professional advisor of your choosing. A copy of WMWA’s current written disclosure statement discussing our advisory services and fees remains available for your review upon request.

Investment Advisory Services offered through Mazars Wealth Advisors LLC, a New York SEC Registered Investment Advisor. Securities offered through Comprehensive Asset Management and Servicing, Inc., 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054, 1-800-637-3211 Member FINRA/SIPC. Mazars Wealth Advisors LLC. is a separate entity from Comprehensive Asset Management & Servicing, Inc. 

 

     

      



Insurance Advisory

The Insurance Advisory Division of Mazars Wealth Advisors is a team of high level financial professionals working together with our clients to achieve their financial objectives. Using an integrated approach that works in tandem with our client’s team of trusted advisors (i.e. CPA, attorney, banker, etc.), we develop disciplined insurance programs, strategically customized to meet our client’s objectives today and in the future.

We are “process-oriented” as opposed to “product-driven.” We do not sponsor products of any kind and we are 100% independent and objective. This independence and objectivity allows us to serve the needs of our clients before anything else.

For individuals we provide:

  • Financial planning
  • Estate planning
  • Life insurance
  • Disability insurance
  • Long Term Care insurance
  • Annuities

For businesses we provide:

  • Business succession planning
  • Benefit program review and compliance check
  • Retirement program review and compliance check
  • Executive benefit planning
  • Group Health insurance market study and insurance
  • Group Long Term Disability insurance
  • Property & Casualty review

Please Note: You should not assume that any of the above serves as the receipt of, or as a substitute for, personalized investment advice from WMWA. Should you have any questions regarding the applicability of any specific issue discussed above to your individual situation, you are encouraged to consult with WMWA or another professional advisor of your choosing. A copy of WMWA’s current written disclosure statement discussing our advisory services and fees remains available for your review upon request.

Investment Advisory Services offered through Mazars Wealth Advisors LLC, a New York SEC Registered Investment Advisor. Securities offered through Comprehensive Asset Management and Servicing, Inc., 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054, 1-800-637-3211 Member FINRA/SIPC. Mazars Wealth Advisors LLC. is a separate entity from Comprehensive Asset Management & Servicing, Inc. 

 

     

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© 2017 Mazars USA LLP is an independent member firm of Mazars Group.