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  • About Us
    • Who We Are
    • Why Choose Us
    • Who We Serve
    • Strategic Partners
  • Industries
    • Government Contractors
      • SCA Compliance
      • DBA Compliance
    • Nonprofits
  • Client Resources
    • Blog
    • Health Care Reform
    • Request a Certificate of Insurance
    • Customer Service
    • Update Contact Info
    • Give Feedback
    • Vendors & Carriers
    • Compliance
    • Sign up for our newsletter
  • Contact
    • General Inquiries
    • Request a Benefits Proposal
    • Request a Risk Management Proposal
  • Risk Management
  • Investments
    • Fee-Based Personal Financial Planning
    • Asset Management
    • Personal Insurance Planning
    • Retirement Planning
  • Benefits
    • Group Health Insurance
    • Group Life Insurance
    • Group Disability Insurance (Long Term / Short Term)
    • Group Dental Insurance
    • Group Long Term Care Insurance
    • Section 125 Plans – Flexible Spending Accounts (FSA)
    • Health Savings Accounts (HSA) & Supplement Insurance
    • Health Reimbursement Accounts (HRA)
    • Work Site Benefits
    • Compliance Services
  • Retirement
    • Business Planning
    • Financial Planning
    • Financial Wellness
    • Fiduciary Protection
    • Executive Compensation Plans
  • HR Technology
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Services We Offer

Risk Management

We strive to understand your business and tailor the best risk-management solution to protect your company, your assets, & your employees.

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Investments

We provide the resources to manage your capital in the most efficient manner, while striving to maximize your most lucrative financial goals.

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Benefits

We customize benefits packages to fit your needs, and act as an effective incentive to attract and maintain the best talent for your company.

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Retirement

We diligently tailor your retirement plans to insure a more secure future for you, your employees, and your executives alike.

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HR Technology

Our HR management technology provides your company with the efficiency & ease of use to effectively manage your employee benefits.

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6720-B Rockledge Drive, Suite 400
Bethesda, MD 20817

1050 Franklin Avenue, Suite 400
Garden City, NY 11530
PH | 516-394-0598
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Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and The Capital Group Investment Advisory Services, LLC are not affiliated companies.