Experienced, Hands-On Principals

Paul Rosen and George Ossi are experienced financial professionals with over 30 years of industry experience. In addition, Paul Rosen brings 20 years of business experience and George Ossi over 10 years of corporate benefits consulting. Together, they form a cohesive, proactive, effective team to provide small to medium-size employers and their valuable employees the highest quality benefits with uncompromising service.

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Winning Approach

We believe in independent, uncompromising service

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Wide Product Offerings

We offer a variety of programs and tools to provide you with high quality benefits

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