SOPHISTICATED FINANCIAL SOLUTIONS

At Wechsler Associates Inc., we specialize in providing life insurance protection, estate planning, disability insurance, and long-term care solutions. We understand the importance of collaboration with your clients' trusted advisors and work closely with their CPA, attorney, and financial advisor to develop customized estate plans that align with their unique goals and wishes.

We take pride in being a reliable partner for Accountants, Attorneys, and P&C Firms in providing their clients with comprehensive financial and estate planning solutions. Our expert team utilizes specialized knowledge and planning techniques to ensure effective implementation of the client's desires as to the disposition of their assets to their heirs, whether during their lifetime or upon death.

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Create a customized design that fits the needs of you and your loved ones.

Life Insurance

Disability Insurance

Long-Term Care

Business Planning

Estate Planning

Retirement Planning

Health Insurance

Life Settlements

Annuities