Our Team
How We Work
Millions of Americans become eligible every year for Medicare but it is not an easy transition from your existing health plan. Without all the facts, choosing the right plan can be an exhausting and confusing process, and the layers of unsolicited sales material in the mail can lead to even more confusion and anxiety. Trust us to help you end the spectrum of complexity and make an educated decision without the “sales pitch”. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand, compassionate manner. Once we develop and implement a solution for our new client, we are available at any time to answer questions and address unexpected changes and challenges.
Our team approach adds perspective to all we do and helps to provide increased benefits to our clients.
Meet Our Team
Peter Marengo, CLTC
Owner/Advisor
For over 30 years, Peter and his team have provided tailored financial strategies and insurance-related solutions in the area of personal finances and wealth creation. He started as a life insurance agent with New York Life (1991), moved on to MONY (1993-1997) and Guardian Life (1998-2010). Since 2012, Peter has incorporated Medicare and Extended Care (aka, "Long-Term Care") planning into his practice and brings a new level of clarity and understanding in these very intricate family matters.