About Us
In 1931, in the midst of the Great Depression my grandfather, Frank Becker, boldly put a shingle up on his house and opened an insurance business in his community. Despite the great odds against the new venture at the time and the many ups and downs of the economy (similar to what we are experiencing today) over the decades, the business has grown and endured to this day by continuing to provide superior service and care to the families and business owners on Long Island and Manhattan.
As the third generation to carry on the business, one greatly steeped in rich tradition and excellence, I am honored to carry the banner of the firm as we charge into the future seizing new opportunities in growth and service in a vastly changing and complicated world. As inspiration, I still have the plaque which now hangs in my office that began this business and cherish it and the values and history it represents.
Each day we open for business with enthusiasm and welcome new clients who desire to join the ranks of our current valued, satisfied customers, who greatly benefit from our expertise, advice and the passion for service we offer that has been our hallmark since our founding.
Over the decades our clients, many themselves family owned and operated, demanded that we grow with them in technology and new services as their needs grew. So we found it necessary to expand our services to more than offering just cost effective insurance plans and strategies.
Today, our clients value our ability to meet many of their planning concerns and the other important needs of their businesses. Through these services we not only help them save money, but time and taxes, as well. Today, under one roof, we have become a powerful resource by offering the following as listed, and more:
v ESTATE & BUSINESS PLANNING
v EXECUTIVE COMPENSATION
v EMPLOYEE BENEFIT PLANS
v RETIREMENT PROGRAMS & PLANNING
v BUSINESS INSURANCE/TC3 ANALYSIS
Let us show you why we have been successful all these years in helping clients reduce their insurance costs and keep premiums to a minimum. We accomplish this through our TC3 Program (Total Control, Cost & Coverage Solution). It is a program my firm developed that almost guarantees to save you money.
Please email or call us and let me know when it’s convenient for us to meet. It is our passion to help business owners save money on their insurance expenses and at the same time provide superior service that is second to none. In addition, save time and taxes by taking advantage of the powerful business resources we offer. I look forward to meeting and servicing you.
Francis X. Becker Jr., Pres.
President & Senior Advisor
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