Eric Guzzo, RICP

Eric Guzzo, RICP Select Practice Leader | Northeast

I provide a broad portfolio of individual life, disability income, long-term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. I offer an analysis of your current financial situation and help you:
• Identify financial goals and concerns
• Illustrate what is being done to reach your goals and deal

with concerns
• Identify gaps, if present, and offer solutions to fill them. I am able to accomplished through a network of experienced professionals with expertise in:
• Advisory services
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services

How Advisors Can Recommend a Life Insurance Policy in their Client's Best Interest.
01/22/2020

How Advisors Can Recommend a Life Insurance Policy in their Client's Best Interest.

Regulation Best Interest isn't the only financial-advice rule on advisors' minds these days. New York will soon require that life insurance and annuity recommendations be made with the client's best interest at heart. Here's what you should know.

You’ve no doubt been offered the opportunity to purchase inexpensive term insurance through your association, but what h...
01/20/2020

You’ve no doubt been offered the opportunity to purchase inexpensive term insurance through your association, but what happens when you get older? https://bit.ly/2tUFvdy.

You’ve no doubt been offered the opportunity to purchase inexpensive term insurance through your association, but what happens when you get older?

Fluctuations in the stock market can leave investors feeling uneasy. Here are some tips to help protect your retirement ...
01/19/2020

Fluctuations in the stock market can leave investors feeling uneasy. Here are some tips to help protect your retirement from volatility: bit.ly/33CaKKT.

There are alternatives that can help buffer your retirement income.

Top 5 Tips On How Women Veterans Can Persevere From The Military To The Workforce
01/17/2020

Top 5 Tips On How Women Veterans Can Persevere From The Military To The Workforce

The unemployment rate continues to drop for women veterans. More women veterans are entering the workforce.

Managing money with your spouse is a challenge by any measure, but when you merge two families under a single budget, it...
01/15/2020

Managing money with your spouse is a challenge by any measure, but when you merge two families under a single budget, it can be harder still to strike a balance. Harder, but not impossible: bit.ly/2w6LSvu.

Families that merge must take steps to align their values and vision, and practice full disclosure about their assets and debt.

Address

725 RXR Plaza 7th FL
Uniondale, NY
11553

Telephone

+15163803202

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