Paycheck Protection Program
Read MoreLet us help your business identify which government loan is best suited for your needs. Our Team will review the requirements with you and put together loan documents on your behalf. As your trusted representative, we will follow-up and answer questions as we navigate the loan process.
Learn MoreWe're here for you; leverage off of our experience and allow us to assist with business related issues you may be navigating through with the Department of Health & Mental Hygiene, the Workers' Compensation Board, NYS Employment Services and the IRS.
Learn MoreAt Integrated Financial Concepts our goal has been to work together to create a better future for each and every customer through innovative financial solutions and then to deliver on those commitments. So whether you need life insurance, a retirement vehicle or asset allocations through financial planning, we're here to assist.
Learn MoreWe specialize in serving the underserved community, our elders. Through our vast network, we develop multiple product presentations to educate and sell a health product to the consumer based on their needs.
Learn MoreMelissa has thirty-two years of experience servicing clients and businesses as a New York State Licensed Notary Public.
Learn MoreMelissa has been a New York Licensed Real Estate Agent for two years. She is available to assist clients looking to buy (pre-approval required), sell or obtain rentals.
Learn MorePresident
Melissa is a triple-threat being a New York State licensed Life Insurance agent, Real Estate agent and Notary Public. She is knowledgeable and the consummate professional. This results oriented professional has 13 years of consulting clients and stands ready to service your business, personal or professional needs. When Melissa isn't representing a client's needs, she is spending time with her fur-baby, Mena.
Partner
Angela has twenty years of experience working in the financial services industry as an Account and Relationship Manager. She spent her early years working with nonprofit organizations and more recently excelled in Event Staffing and Operations Management. She spends her free time enjoying various aspects of the Arts, spending time with family and updating her blog.
Partner
Rodney is a creative and passionate professional with an expansive background in sales, marketing and management. Rodney is an American Health Insurance Plan Certified, Licensed Medical Insurance consultant and New York State Life Insurance agent with a consistent focus on customer needs. Rodney enjoys singing and beating his boys at video games during family time.
Administrator
Shanaya is the ultimate professional. With over nine years experience as an Administrator, she has exceptional listening and communication skills. She effectively disseminates information, is hardworking, diligent and attentive to client's needs. When not working, Shanaya enjoys traveling, working out and spending time with family.
Seven life insurance myths debunked!
Read MoreWatch this short video to find out the difference between Term and Permanent insurance.
Read MoreAlthough this article is a few years old, it is still highly relevant. Enjoy!
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