Fred Warner & Associates

A Trusted Partner for Secure Financial Planning

Fred Warner Associates is a leading insurance and financial planning agency serving individuals, families, and businesses in the New York area. Founded on the principles of trust, transparency, and personalized guidance, we empower our clients to make informed financial decisions and achieve their unique goals.

What We Do

We offer a comprehensive range of insurance and financial planning solutions to address your evolving needs.

Individual & Group Annuities

• Personalized solutions for income generation and retirement planning.
• Fixed annuities offering stability and guaranteed interest.
• Income annuities providing reliable monthly income during retirement.
• Indexed annuities linked to market performance for enhanced potential returns.

Dental & Vision Insurance

• Affordable plans to protect your oral and visual health.
• Discount Dental Plans offering significant savings compared to traditional insurance.
• Dental insurance for everyone, regardless of age or health condition.

Life Insurance & Risk Management

• Comprehensive life insurance solutions to protect your loved ones and financial obligations.
• Low-cost term life insurance offering flexible coverage options.
• Final expense insurance to cover end-of-life costs without burdening loved ones.

Additional Services

• Group benefits consulting for businesses.
• Health insurance and LTD insurance solutions.
• Travel insurance to safeguard your journeys.
• Long-term care planning to address future healthcare needs.

Our Approach

We believe in a collaborative and personalized approach to financial planning. We take the time to understand your unique needs, goals, and concerns. We then work with you to develop a customized plan that aligns with your individual circumstances.

Our Commitment

At Fred Warner Associates, we are committed to:

• Client-centricity: Putting your needs first and ensuring your satisfaction.
• Transparency: Providing clear and concise information about your options and the associated risks and rewards.
• Accessibility: Making the planning process easy and straightforward.
• Excellence: Continuously striving to provide high-quality service and results.

Contact Us Today

Partnering with Fred Warner Associates will empower you to make informed financial decisions and achieve financial peace of mind. Contact us today to schedule a free consultation and discuss your unique needs.