History
With over 20 years experience in insurance planning, B. Jayne Levy has effectively created a personal friendship with each of her clients. Confidentiality, commitment and concern have shaped her approach. Throughout their history, the firm has developed a standardized process that keeps B. Jayne Levy, the principal, and her staff on track. In turn, this accountability protects the confidential nature of her relationship with each client. The use of a financial questionnaire allows her to gently probe a prospect's needs and budget to create a broad-based strategy.
Specialties
We focus on insurance and investments for individuals and small businesses.