SERVICES WE OFFER
We Keep You Safe and Sound
Discover all the ways Vanderzee Financial Advisors & Insurance Agency can keep you, your family and your business safe. You can rely on Vanderzee Financial Advisors & Insurance Agency for your Life Insurance needs and special requirements. Whatever you need advice about, our team expert consultants are here for you. Schedule a meeting today to learn what we can do for you.
An important element in any financial plan is tax planning with the ultimate goal of minimizing your tax liability. This may involve reviewing your past tax returns, working jointly with other tax or financial professionals and/or preparing your future tax returns.
Business owners have special needs. I can help you anticipate those needs - whether they are executive bonus plans to attract and retain key executives, or insurance plans to protect you and your partners in the event of death or disability.
You work your whole life to build your estate; you should have control over what happens to it upon your death. I can help you implement a plan that protects your assets from the consequences of state taxes and ensures that your estate is settled on your terms, not someone else's.
Because planning your financial future can be complicated and your set of circumstances unique, it's important that you have help of a trained and experienced professional. I will work with you to help you plan for a future in which your goals are achieved and your dreams become reality.
ASSET & INCOME PROTECTION
Life insurance policies are designed with different needs in mind. Whether you are looking for temporary protection, lifelong protection, an estate planning strategy, or cash value accumulation, my expertise in personal life insurance can help you protect what's important to you, secure your future, and improve your life.
My job is to make sure you are financially prepared to enter your retirement years. With the variety of different alternatives available, I am ready to work with you to build a secure financial future for you.
Here to Protect You
I became a financial advisor because I wanted to help people like you - to have a positive impact on their lives. My goal is to help you build your plan on a strong and secure financial foundation.
The best way to achieve your financial goals is to have a plan - one that will help you meet your needs today, but flexible enough to grow and change tomorrow. There is no simple blueprint that works for everyone. Your plan must be tailored just for you if it's going to feel right and help achieve your goals. The process begins with understanding what is most important to you. I then develop a clear long term plan that considers those needs, your goals and your priorities.
My clients rely on me to help them formulate such plans and put them in motion. Together we monitor their progress to make sure they stay on track.
Registered Tax Return Preparer,
CLU, ChFC, LUTCF
Awards, Memberships and Community Service
Million Dollar Roundtable (MDRT) 1981 - Current
MDRT Top of the Table 2004 - Current
NQA (National Quality Award) 1985-1989, 1991 - Current
NSAA (National Sales Achievement Award) 1984-1994, 1996 - Current
Society of Financial Service Professionals 30 Year Member
March of Dimes Treasurer, Current Board of Directors 2013 Distinguished Volunteer Award
MDRT Foundation Gold Knight
New York Deer and Elk Farmers Association (NYDEFA) President
North American Deer and Elk Farmers Association (NADEFA) Board of Directors
Boy Scouts of America (Twin Rivers Council) Board of Directors
Rotary Past President and Paul Harris Award Recipient
Advisor Today September 2006
Round The Table September/October 2008
Advisor Today March/April 2011
INSURANCE PACKAGES WE OFFER
A Personalized Approach to Your Insurance Needs
Whether you need insurance for your business or personal life and assets, we have the experience to help you find the policy that’s right for you. We are committed to providing you with the highest level of protection at affordable prices. Check out our range of insurance packages, including Individual Insurance Package, Family Insurance Bundle and Couples Insurance Plan.
INDIVIDUAL INSURANCE PACKAGE
Your Source for Protection
It’s important to keep yourself protected. That is why Vanderzee Financial Advisors & Insurance Agency offers the best possible Individual Insurance Package in the industry, to guarantee that you and your family live your lives free of worries. Contact us today to understand more about what we do and let us do all the work so you can relax for a change.
FAMILY INSURANCE BUNDLE
Taking Care of Your Needs
To avoid unnecessary worry about what the future holds, we ensure that you are covered. With established relationships with numerous carriers, let us put together a Family Insurance Bundle plan that offers the highest level of protection for you. Contact us to make an appointment with one of our experienced consultants and receive a free estimate. We’re here to supply you with the insurance you really need.
COUPLES INSURANCE PLAN
Get the Coverage You Deserve
We offer different packages tailored to meet your personal, ever-changing needs. Tell us your Couples Insurance Plan requirements and our experienced agents will create or adjust a plan accordingly. Our team is happy to answer your questions and make personalised recommendations based on your input. We are here to represent you and make sure you receive the best possible insurance package suited to your needs.
As a company who makes our clients the top priority, Vanderzee Financial Advisors & Insurance Agency takes pride in working with a wide range of insurance providers. We take a hands-on approach finding you the best insurance product and policy to fit your needs and your budget. We invite you to review the list of insurance providers we Proudly represent.
AIG/Am General Life Ins Co
Aviva Life & Annuity Co of NY Ameritas
Bankers Life Ins Co featured-insurers
Companion Life of NY
Crump Life Insurance
Fidelity&Guaranty Life Ins Co
First Global Financial&Insurance
GE Capital Assurance
GE Financial Assurance
GE Life & Annuity Assurance Co
Global Insurance Underwriters
Guardian Life Ins Co
ING-ReliaStar Life of New York
ING- Security Life of Denver
Jefferson Pilot Financial
John Hancock Life Ins Co
Lincoln Benefit Life Co/Allstate Life of NY
Met Life Investors USA Insurance Co.
Mutual of Omaha
National Integrity Co
Old Mutual Financial Network Pacific Life Ins & Annuity Co
Phoenix Life Insurance Co
Presidential Life Ins Co
Principal Life Insurance Co
Prudential Life Ins Co
SunLife Ins Coof America SunLife Ins Coof Canada
Transamerica Life Insurance Co Travelers Life&Annuity
21st Services Union Central Life
United of Omaha
US Life Ins Co NY
West Coast Life Insurance Co
William Penn Life Ins Co