The Insurance Advisory Division of WeiserMazars 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 businesses we provide:
Investment Advisory Services offered through WeiserMazars 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. WeiserMazars Wealth Advisors LLC. is a separate entity from Comprehensive Asset Management & Servicing, Inc.