top of page

Our Clients

Our clients have come to us exclusively by referral. We do no active soliciting or marketing of our services. The partnerships we form with our clients are the best marketing we can do! Some of the companies that we are a preferred vendor for and/or we have helped their sales departments meet and exceed their business goals are as follows:

  • AssetMark, Inc.

  • Guardian Retirement Plans

  • Hartford Mutual Funds

  • ING Retirement Plans

  • John Hancock Mutual Funds

  • John Hancock Retirement Plans

  • OneAmerica Retirement Plans

  • Various Financial Advisors

  • Various Third Party Administrators (TPA)

  • Various Sales Professionals

  •  Various Personal and Executive Assistance

Working from Home

Growing Your Business By Delegation

  • Taking careful steps to analyze your business practices and determine which tasks to delegate can help you to be more efficient and effective with your time.

  • Executives need to focus on personally working on tasks that have the biggest impact on growth and delegate everything else.

  • The top tasks to be delegated are appointment and calendar management

Source: Forbes Magazine contributor Ilya Pozin

Bob Sternfeld

“Thank you for all you have done for me and John Hancock over these many years.  You have been delivering a positive, professional attitude while really caring  about the role and the success you bring.  Advisors know you as part of the team.”
bottom of page