Travers & Associates, Inc.

Travers & Associates is an experienced group who assists their clients in creating a plan to help preserve, protect and transfer wealth in a tax efficient manner. Our firm has positioned ourselves to collaborate with estate planning attorneys and accountants to provide our clients with all the tools necessary to complete sophisticated and comprehensive estate plans. Our clientele are in the group that represents the richest 1% of wealth in the country and our office focuses on multi-generational planning, advanced life insurance concepts and business secession planning. We are there for clients' every life changing event, from acquiring or selling a business to creating a charitable legacy. In today's marketplace, Travers & Associates has the ability to help clients track progress by conducting periodic reviews of their situations.

Address: 425 Broadhollow Road, Suite 204, Melville, NY 11747, USA

Phone: +1 631 794 0400
FAX: +1 631 954 0077