Yaakov Berman Email

Protecting Entrepreneurs, Real Estate Professionals and Their Families | Life & Disability Insurance . Primary Financial

Current Roles

Employees:
38
Revenue:
$6.4M
About
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That?s where Primary Financial comes in. Combined with Penn Mutual's pioneering stability since 1847, our firm stands out as a premier financial organization in New Jersey. With over 30 years of success as a pillar of financial guidance, we take pride in helping our communities pursue the type of financial future they've dreamed about. Our primary purpose is to help you protect the things you love through thoughtful plans that evolve throughout all the stages of your life. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. For more information about our firm and our services, please call or send us a message. We would enjoy learning about your goals and exploring how we can help you grow and protect what matters most. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 110 Fieldcrest Ave, 3rd Fl, Ste 20, Edison, NJ 0883. 732-225-0777. Primary Financial is unaffiliated with HTK. 2543655AL_JUN21
Primary Financial Address
110 Fieldcrest Ave
Edison, NJ
United States

Past Companies

Primary FinancialProtecting Entrepreneurs, Real Estate Professionals and Their Families | Life & Disability Insurance
MassMutualFinancial Professional

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