Business Details
50+ Years
experience
Trusted Financial Planning & Insurance Services in New York City
Established in 1951, our firm has built a legacy of excellence in financial planning and insurance services. With over seven decades of combined experience, our team of certified professionals specializes in creating personalized strategies to protect and grow client assets. We prioritize client relationships, offering tailored solutions in wealth management, estate planning, and retirement strategies. Our expertise extends to business succession planning and executive benefits, ensuring comprehensive coverage for both individuals and organizations. Backed by partnerships with industry leaders like New York Life and Eagle Strategies, we deliver innovative products and advisory services.Our multigenerational team maintains active involvement in professional associations, demonstrating ongoing commitment to industry standards. We operate with full transparency, providing detailed explanations of all financial instruments and maintaining strict compliance with regulatory requirements. Client education remains central to our approach, with resources including calculators, video libraries, and personalized consultations. Our New York City headquarters serves as a hub for clients across multiple states, supported by a network of licensed professionals. We continuously monitor and adjust financial plans to align with evolving client needs and market conditions.
Services
Wealth Management
Estate Planning
Retirement Strategies
Business Succession Planning
Executive Benefits
Investment Advisory
Life Insurance
Annuities
Charitable Planning
Asset Protection
Details
- Year established: 1951
Highlights and features
- We offer multigenerational expertise with 70+ years of combined experience in financial services
- Our team includes certified professionals with specialized knowledge in estate and retirement planning
- We provide access to third-party wealth management programs and institutional investment strategies
- Our client-centric approach includes personalized financial planning and continuous portfolio monitoring
- We maintain active partnerships with industry-leading insurance and investment firms
Associations and certifications
- New York Life Insurance Company
- NYLIFE Securities LLC
- Eagle Strategies LLC
Services
Wealth Management
Our wealth management services combine strategic investment planning with comprehensive financial analysis. We create customized portfolios considering risk tolerance, time horizons, and financial goals. Through Eagle Strategies LLC, we access institutional-grade investment managers and sophisticated wealth planning tools to optimize asset allocation and tax efficiency.
Estate Planning
We develop customized estate conservation strategies to minimize tax liabilities and ensure smooth asset transfer. Our approach coordinates with clients' legal advisors to implement trusts, life insurance solutions, and charitable giving strategies that align with personal values and family needs.
Retirement Strategies
We design comprehensive retirement income plans using insurance products, investment programs, and annuities. Our process includes analyzing current assets, projecting future needs, and implementing strategies for tax-efficient income distribution throughout retirement years.
Business Succession Planning
We help business owners develop succession strategies for transferring ownership to family members, key employees, or external parties. Our services include funding buy-sell agreements, implementing key person insurance, and structuring executive benefit packages to ensure business continuity.
Investment Advisory
Through NYLIFE Securities LLC, we offer professional investment advisory services using diversified portfolios of mutual funds, ETFs, and separately managed accounts. Our disciplined approach considers market conditions, risk profiles, and long-term financial objectives to optimize investment performance.
People
Sidney M. Miller
Founder
Established the firm in 1951 and practiced for 60 years, building a foundation of integrity and client-focused service that continues through subsequent generations of financial professionals.
Robert Miller
Partner
Joined the business in 1982, bringing extensive industry experience and serving as a past President of NAIFA, demonstrating leadership in the financial services profession.
Jonathan Miller
Partner
Became involved in the firm in 1992, contributing specialized expertise in insurance solutions and maintaining the family tradition of personalized client service.
Sheldon F. Schiff
Partner
Joined the firm in 1999, adding depth to the team's capabilities in financial planning and expanding the firm's service offerings to meet evolving client needs.
Matthew Pomerantz
Financial Adviser
Licensed insurance agent and registered representative with NYLIFE Securities LLC since 2012, providing comprehensive financial solutions to clients across multiple states.
Questions
What financial planning services do you offer?
We provide wealth management, retirement planning, estate planning, business succession strategies, and investment advisory services tailored to individual and corporate client needs.
Are you licensed to operate in my state?
Our financial professionals hold licenses in CA, CT, FL, GA, IL, IN, MA, MD, ME, MI, NC, NJ, NY, OH, PA, SC, UT, and VA.
How do you approach investment management?
We use a disciplined investment approach through Eagle Strategies LLC, combining professional portfolio management with personalized risk assessment and continuous monitoring.
What insurance products do you specialize in?
We offer whole life, term life, universal life, survivorship life insurance, and annuities from New York Life and other major insurance providers.
How can I access my account information?
Clients can use our Virtual Service Center for account access and communicate directly with our New York City office via phone or email.
