Finkelstein Financial Service

At Finkelstein Financial Services, we believe that your best interest is our only interest. We are a full service insurance broker and consulting firm dedicated to addressing our clients' needs. Our team of experienced professionals is committed to providing expert guidance and personalized service to help our clients achieve their financial goals.

Our Services

We offer a wide range of services to cater to our clients' diverse needs. Our team of experts can help you find the right insurance solutions, create customized financial plans, and provide expert advice on estate planning, business planning, and succession planning.

Individual Insurance

Our individual insurance services include a wide range of products and services designed to meet the unique needs of our clients. Whether you're looking for life insurance, health insurance, or disability insurance, we can help you find the right coverage for your specific needs.

Employee Benefits

As an employer, offering a comprehensive employee benefits package can be a key factor in attracting and retaining top talent. Our team of experts can help you design a benefits plan that meets your employees' needs and helps you achieve your business goals.

Travel Insurance

Whether you're a business traveler or an adventure-seeker, we can help you find the right travel insurance coverage to protect you against unexpected medical emergencies while traveling.

Health and Welfare Trusts

Our team of experts can help you establish a Private Health Services Plan (PHSP) or a Health and Welfare Trust (HWT) to tax-free vehicles for financing the healthcare costs of business owners and employees.

Client Tools and Resources

At Finkelstein Financial Services, we believe in empowering our clients with the tools and resources they need to make informed decisions. Our website features a collection of client tools, including a life insurance calculator, financial calculators, and downloadable forms.

Insurance Articles and Newsletters

At Finkelstein Financial Services, we believe in staying ahead of the curve by keeping up to date with the latest changes in the insurance industry. We offer monthly newsletters and articles that provide insights and tips on individual and business insurance. Whether you're an HR professional, a business owner, or an individual looking for personalized insurance advice, we have something for everyone.

Contact Us

If you have any questions or would like to learn more about our services, please don't hesitate to contact us. Our team of experts is always available to provide personalized service and guidance.