Complimentary Portfolio Risk Analysis.
One of the responsibilities of the Board of Trustees for Volunteer & Exempt Fireman's Benevolent Associations is managing Foreign Fire Insurance 2% tax money and other investments prudently. Unless you have someone on your board with significant investment expertise, this typically involves working with a financial advisor — someone your board can rely on to provide trusted guidance and help grow and protect your organization's assets.
Our team recognizes the importance of these organizations and the purpose they serve. We are familiar with FASNY guidelines and have experience working with numerous benevolent organizations on Long Island.
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