Private Clients

We are committed to assisting our clients in achieving their financial goals by offering a full array of investment products & services.

 

Insurance

A Joseph Gunnar & Co. Financial Consultant can execute an insurance strategy specifically designed with you in mind.

Joseph Gunnar Agency, LLC is licensed by the New York State Department of Insurance for marketing and sales of life insurance, annuities, disability income, long term care and employee benefits.  Our agency is a member of the Independent Insurance Agents Association and subscribes to the code of ethics of the National Association of Insurance and Financial Advisors.

Joseph Gunnar Agency, LLC has assembled a portfolio of top tier insurance carriers whose ratings (from AM Best) are Excellent to Superior.  This assures our Joseph Gunnar clients that they are reviewing quality plan designs underwritten by the strongest carriers in the insurance industry.  These financial times demand nothing less!

A choice of “one” isn’t a choice.  Joseph Gunnar Agency, LLC represents over 30 of the top rated insurance carriers.  For our corporate and high net worth Joseph Gunnar & Co. clients, Joseph Gunnar Agency, LLC services include Estate Planning, Business Succession, Key Person, Buy-Sell and Employee Benefit Programs.

Let Joseph Gunnar Agency, LLC show you, your family and your company what we can do to enhance your insurance benefits, reduce your current insurance costs or (in many cases) do both!  Take advantage of our offer to provide a comprehensive and complimentary written analysis of your current program.

  • Are your premium rates competitive?
  • Does your policy have updated beneficiary designations?
  • Is the coverage adequate?
  • Does your annuity include long term care benefits?
  • How much income would you have if unable to work?

 

Ready to start?

Click here insurance@jgunnar.com or call us toll free at (800) 248-6627 and ask to speak with your account representative.

Find Out More

To learn more about Joseph Gunnar & Co., LLC, contact:

Stephan A. Stein
President
sstein@jgunnar.com
212.440.9650