Company Overview
- Headquarters
- 425 Broadhollow Rd, Melville NY
- Website
- traversandassociates.com
- Phone
- (631) 794-0400
- Employees
- 8
- Founded in
- 2009
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Travers Associates Inc
Travers & Associates, Inc. is a small financial services firm located in Melville, New York, with three employees. The company generates approximately $2.5 million in annual revenue. Travers & Associates specializes in assisting high-net-worth individuals with estate planning and wealth preservation strategies. Travers & Associates works with clients in the top 1% of wealth in the United States, focusing on multi-generational planning, advanced life insurance strategies, and business succession planning. They collaborate with estate planning attorneys and accountants to provide clients with comprehensive solutions. The firm emphasizes education and staying informed about changing tax laws to ensure clients have access to the latest opportunities in estate planning and life insurance. Travers & Associates aims to be a valuable resource for clients, whether they need to complement existing plans, address specific estate planning issues, or explore new ideas. Interested parties can learn more about Travers & Associates by visiting their website at traversandassociates.com or scheduling an appointment for a consultation.
Company Leadership
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