The Whitmore Group’s Financial Services is dedicated to meeting the financial needs of our clients. We have the professional skills and experience that are necessary to tailor a financial plan that will protect, preserve and enhance your wealth.

The Whitmore Group’s insurance capabilities range from simple term life insurance to unique and sophisticated planning strategies. To your advantage, The Whitmore Group does not offer proprietary insurance products, nor do we promote one carrier over another. Our professionals recognize that each insurer underwrites differently from the next and that unbiased selection is in our client’s best interest. Our goal is to insure you for today and into the future by protecting against financial loss, a disabling injury, illness, or even death.

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Some of the vehicles utilized to achieve these results include:

  • Executive Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Investments
  • Executive Benefits
  • Buy-Sell Agreements
  • Key Person Life
  • Deferred Compensation
  • Section 412i Plans
  • Retirement Plans
  • Defined Benefit Plans
    • Cash Balance Plan
    • Annuity Plan
  • Defined Contribution Plans
    • Profit sharing plan
    • Money purchase plan
    • Simple plans
    • 401K plans
    • Stock bonus plans and Employee Stock Option Plans

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Robert Quinlan

Robert Quinlan

Vice President
516.746.4141 ext.131
BQuinlan@whitmoregroup.com

EdwardGordon

Edward Gordon

Managing Director, Estate Planning Life Insurance Division
516.746.4141 ext.170
egordon@prescapllc.com

Contact Our Financial Insurance Team