We are insurance and financial advisors.  By taking the role of consultants,  we become both advocates and interpreters for our clients while finding the proper plans and products to meet their needs.  We use our knowledge and skill base to make recommendations that are pertinent to each business or person.  We look forward to partnering with you to protect what's most dear.

We offer health, life, disability, long term care, auto, home, business, umbrella, commercial, dental, vision, critical illness, employee benefits, retirement planning, asset allocation, medicare supplements, supplemental policies, and travel insurance. 

This website is published in the United States for residents of the United States. This website has been prepared solely fo informational purposes, and it is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Consumers and/or members of the public should not exclusively rely upon information in this website when considering investment decisions.

Purshe Kaplan Sterling Investments is a member of FINRA/SIPC. Securities cleared through National Financial Services, LLC.