About EBNY

We are a family-owned and operated business, working out of Manhattan since its inception in 1998.

Our mission is to provide our clients with an unmatched level of service and communication that one can expect of a family-owned business. As an independent financial planning firm and all-lines insurance brokerage, we dedicate all of our time and effort to craft the best strategies to accommodate each clients’ unique needs and goals.

By having a Certified Financial Planner™ (CFP®) on staff, along with a Group Benefits Associate (GBA), we bring the convenience of addressing all financial and insurance needs under one roof, thus eliminating the need for multiple brokers.

Read More about the benefits of having a Certified Financial Planner™.

Contact us today to learn how we can add value to your business.

Meet Our Partners

Diversity, Equity & Inclusion at EBNY

In the 25 years since our inception, EBNY has had individuals of every creed, race and orientation walk through our doors, whether they have been client or colleague. We have been represented by individuals from every continent except Australia and Antarctica. This diverse array of people has kept us grounded and objective as a business and has given EBNY the energy and creativity to reach the level it has achieved today. We will continue to evolve with the ever-changing social landscape and continue to be the inclusive company we have always been.