Petra Jerkovic's Contact Details

Petra Jerkovic's Company Details

Travers & Associates, Inc.

Melville, NY, US • 5 - 9 Employees
Financial Services

Travers & Associates, Inc. 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 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 strategies and business succession planning. Our firm prides itself on being a resource to our clients. Education on the opportunities that exist in the estate planning and life insurance marketplace is key to our success and growth. As the tax laws are constantly changing so are the opportunities for our clients. Travers and Associates can compliment your existing plan, assist in solving an estate planning issue or provide a fresh perspective to your ideas. We invite you to schedule an appointment or contact us at any time.