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Edward Epstein

My elderly mother needed the right investment to provide regular income yet minimize her risk. I spoke to 3 different financial advisors, all of whom recommended slightly different solutions. But Lee's just made the most sense. His assessment of the circumstances was spot-on. Three years later, we look back and are most appreciative of his honesty, knowledge, integrity, attentiveness, and good judgement.

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Dennis Schaefer

My name is Dennis Schaefer, I am an attorney and family man. Both myself and my business partner have been counseled by Lee Berlin for our varied insurance needs and financial opportunities for the last thirty five years. We have been very fortunate to have had Lees guidance. Both of us have had significant health and casualty issues. All of them expertly covered due to the sage advice of Lee Berlin. Without Lee our financial lives and retirement security would have been upside down. Thanks to Lee, it is not. Lee from the bottom of my heart, thank you. Thank you for me and my family. You have secured our futures.

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Todd M. Spehler

I have known Lee Berlin as a associate, then partner, and always a friend for over 25 years. I have always been impressed with his industry product knowledge and his ability to always be current. Compliance oriented, consummate professional, and always fair to his clients and fellow agents. Lee trained our 100 plus employees in understanding financial products as well as selling skills and was very instrumental in our firms success. I highly recommend Lee to help with your financial needs.

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Barry Halpern

I have known Lee for 30 years and have found him to be a unique, diverse individual who possesses an extraordinary knowledge of the multiple financial strategies that are of concern to all of us. I have listened to his radio broadcasts in which he fluently describes investment options. His broad range of knowledge regarding estate planning , stocks and bonds and the various ever changing insurance field are studied by him passionately. He takes great pride in the fact that his clients have always had successful investments. I am and have always been impressed by his efforts and his dedication to his customers.