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Our strength is our people and their ability to develop long-standing relationships. Our expertise in insurance along with decades of experience in pension, and estate planning allows us to educate and guide our 38,000 clients through the financial process. From simple to sophisticated planning, we help people create wealth, preserve their businesses and protect their futures.
Alan Grad,
Chairman & CEO |
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"The best package service I have seen anywhere. American Business has great in-depth approaches to personal, financial and estate planning. It is a service that has no equal."
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- Ronald Winston
Harry Winston, Inc.
Chairman |
"Many of us live at a frenetic pace. It is nice to know that American Business can help to give me and my family the security we need as we look ahead to a near certain future."
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- Ross Greenburg
HBO Sports
President |
"American Business has been a resource to our firm for over 5 years. Throughout that time, the quality and dedication of their professionals in estate planning and insurance has proven to be of major assistance to our client base. We value their contribution and professionalism."
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- James Butler
USI
Regional Chief Executive Officer of USI Northeast |
"American Business combines the highest level of technical expertise with creative, imaginative problem-solving and an unwavering dedication to the client's best interests. It has been an invaluable resource to my firm and my clients."
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- G. Warren Whitaker, Esq
Day, Pitney LLP |
As a provider of Wealth Management solutions to HNW clients of CPA firms, our responsibility is not just about providing asset management, but more importantly selecting the right professionals to offer wealth solutions to our clients. The team at American Business has been a wonderful addition to our partners sitting at the table with the client by specifically offering risk management advice and solutions that meet the sophisticated goals and needs of our clientele. Our clients leave impressed with the knowledge, service, and solutions. American Business makes our firm look better.
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Paul M. West
President
Alethean Holdings LLC
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“Our law firm has worked with many of the professionals at American Business over the course of the last twenty years. Without exception they all are extremely knowledgeable, dedicated to helping their clients and always place the needs of the client first.”
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Steven M. Schanker, Esq.
Schanker & Hochberg, P.C.
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“American Business has been a excellent strategic partner with RBC Wealth Management for a number of years. Their management leadership, in-field point of sale assistance and very strong case management/underwriting has been a key component of our mutual success.”
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Michael Berens
RBC Wealth Management
Vice President/Wealth Planning Consultant
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