Team Category: Our Associates

Brendan A. Franklin has been providing life insurance, and long term care to people around the New York and Long Island area since 2015. He believes that putting his clients first and maintaining a high level of professionalism on their behalf is what makes clients eager to refer him to their family and friends. Brendan brings a high level of expertise to his clients and works diligently with them to find a affordable policy that meets all of their concerns and needs.

 

It is my goal to help my clients understand what insurance policies make sense for them, so that I can provide them with proper coverage to protect them and their entire family.

 

     Brendan A. Franklin

      DiPaola Financial Group.

      Ameritas Life

      National Life

      Columbian Life

      Office: +1 631-773-4473

      Cell: +1 516-721-5087

      Email : brendanfranklin804@gmail.com

Christian is one of the insurance advisors with the DiPaola Financial Group. He has spent over a decade in the sales, advisement, consultation, business management, and education industries before making his way into the insurance industry. He prides himself the same way our DiPaola team prides itself on phenomenal customer service, integrity, and patience with clients. His attention to detail comes from his lifetime of travel experience seeing many parts of the world that most people never do. He is very cultured on different regions of the world and appeals to our clients because of his incredible ability to connect with anybody he comes in contact with. When you work with Christian, you are working with a friend; a friend who will always being looking out for your best interests.

 

Christian Kalinowski

Dipaola Financial Group

425 Broadhollow Rd. Suite 405

Melville, NY 11747

Phone : (631)-773-4473 ext. 412

Cell : +1 (516)-361-4601

Fax : +1 (631)-773-4472

Email : c.kalinowski@dipaolafinancial.com

Eric has had diverse business experience working with financial services
companies. He has developed, marketed and implemented business as a
financial planner, insurance professional, investment banker, financial advisor
and international commercial banker.

 

He received his MBA from Columbia University and has an MS from the
London School of Economics.

 

He is currently a Financial Planner with DiPaola Financial Group in Melville and
NY, NY. He has been a member of the Executive & President’s Councils and
has achieved the Million Dollar Round Table (MDRT) when with New York Life,
MetLife and Ameritas.

 

He spent 15 years as a senior Investment Banker with Merrill Lynch reaching
the level of Director focusing on capital raising and mergers & acquisitions in
the Financial Institutions industry, and has spent over 20 years in the Insurance
and financial planning industry working primarily on Retirement & Estate
Planning for wealthy individuals and owners of small businesses.

 

Eric uses his over 35 years of financial and educational experience to help
people create, accumulate and preserve wealth and pass it on to their heirs.
His main focus is helping his clients develop a sound financial strategy.
He lives with his wife Elena in Lloyd Harbor, NY

 

Eric J. Goldberg, MBA, MS
DiPaola Financial Group, suite 405
425 Broadhollow Rd.
Melville, NY 11747
Phone : (631) 375-2157
Email : ejg0827@yahoo.com
Email : egoldberg@aicinvest.com

Well respected Financial Industry Professional since 1984 specializing in group and individual Life Insurance, Disability Coverage, Fixed and Indexed Annuities as well as Dental Insurance for both groups and individuals. Now coming up on 10 plus years of service with  Ameritas and the Dipaola Financial Group.

 

Greg is a multiple year conference qualifier servicing several states with a focus upon New York and Long Island residents and businesses who prides himself on excellent customer service and the diagnosis of individual and business solutions. Greg holds a bachelors degree in Business Administration from Long Island University, C.W. Post Campus.

 

Father of two fantastic and now grown children I enjoy family life, music, going to the gym, playing pool, classic cars and the beach life.

 

Gregory Spencer 

Dipaola Financial Group

425 Broadhollow Rd,

suite 405, Melville, NY

Desk :+1 516 233 9915

Office : +1 631 773 4437

Fax : +1 631 773 4472

Email : gregory.spencer14@yahoo.com

Jeryl’s career in the Life Insurance arena has spanned over twenty-five years. She has served in multiple roles within the industry.  In the beginning of her journey, she represented well known Insurance Agencies both in Florida and subsequently, New York.  Being an astute agent, known for having great poise in demanding roles andgifted at developing trustworthy relationships, led her to work with people of all socio-economic status.At one time, Jeryl worked as a Benefits and Risk Manager for a successful retail chain employingover 2500 employees.  She also spent several years working as an underwriter for a group of eminent agents who work exclusively with high-net-worth clients.  The underwriting position required her to be involved with these clients and assist in developing sales and to maintain a client base and increase existing business.  In recent years, Jeryl has returned to the sales side of the business.  Her concern for people, their families and the future of their financial security is what enables her to feel passionate about the advantage of using life insurance products.Just as connecting with excellence in the past, she is proud to represent Ameritas.  She is very excited about the opportunity she has been presented with at the Dipaola Financial Group and plans to help to insure their outstanding reputation.  It is a privilege for her to share what has made her successful throughout her career assisting more clients now and in the future.

 

Jeryl G Volk
Senior Insurance Advisor
425 Broadhollow Road
Suite 405
Melville, NY 11747
Office : (631) 733-4473 x 430
Cell : (516) 220-6774
Email : j.volk@dipaolafinancial.com

Jonathan (Jon) is an Investment Advisor with over 25 years experience in the financial services industry.  He entered the industry after finishing his studies at Hofstra University and serving as an officer in the Marine Corps. He began his career with Guardian Life Insurance Company, focused on retirement and estate planning. After gaining additional experience with a couple of investment banking and clearing firms, he returned to the personal side of the business.  Jon has been with the DiPaola Financial Group and Ameritas Advisory Services since 2017.

 

Jon has a strong passion for helping families and business owners, treating them like part of his extended family.  He assists his clients in all areas of financial services, addressing topics from investment strategies, retirement and estate planning, to both individual and business owner insurance planning.  Jon holds the Series 6, 7, 65 & 63 licenses and throughout the years has maintained a spotless record. His CRD# is 2369740 and invites you to look him up at https://brokercheck.finra.org/  LinkedIn: https://www.linkedin.com/in/jonathangoohs01/

 

In addition, Jon has a strong love for coaching youth baseball, which he has been doing since 2005.  Jon and his family live in the Smithtown area.

I have a passion for the financial service industry and I hope to continue serving the community for many more years. Currently, I operate my own financial services office located at the Gotham Center in Long Island City.  We are dedicated to providing professional and quality service. My goal is to always keep your best interests in mind. I want you to feel confident, satisfied, and treated with respect.

 

At DiPaola Financial Group, I pride myself to satisfy my client’s needs. My goal is to make the financial advising process as simple and worry-free as possible. I offer the highest level of customer service, and appreciate the opportunity to earn your business. Whether you want to protect your income, protect your mortgage, or simply start planning for your retirement, I will definitely put your needs first!

 

J.C.Figueroa
Fig Financial
Gotham Center
28-07 Jackson Avenue 15th Floor
LIC, NY 11101
Mobile : +1 917 628 7245
Email : jcfigueroa022@gmail.com

Keiko is a veteran financial advisor with 20 plus years’ experience based primarily in NYC, and the tri-state area helping high-net worth individuals and business owners to become financially independent. She also works with clients throughout the USA. She is a recognized bilingual financial advisor in the Japanese community.

 

Keiko’s approach is to give sound advice through Financial Planning, Estate Planning, Retirement Planning, Tax strategies, Investment Advisory, Portfolio Management and Risk Management (discuss life insurance, long term care insurance and health and disability insurance needs). She has held many financial seminars in the greater NYC area and is especially passionate about working with an estate attorney to do her client’s Estate Planning (reducing Estate Taxes) and Asset Protection (keeping client’s assets from divorces and creditors, etc.).

 

Throughout her 20 plus years in the industry, she has gained long-term clients by being honest with clients, always putting the client’s best interest before her own and giving fair advice.

 

She is proud to be an INDEPENDENT Financial Advisor which allows her clients to choose various types of investment and insurance vehicles equally as an independent advisor, not to be restricted due to an affiliation of her organization.

 

Keiko joined DiPaola Financial Group in 2015. While at DiPaola Financial Group, she was the top new associate of the year in 2016, Leaders Court in 2017, President Club in 2018, and at the same time, she was awarded as Star Club from one of her affiliate insurance companies. Prior to that she worked with AXA Advisors. While at AXA Advisors, she was awarded many top 10 associate awards in the first 4 years of her career.

 

Keiko earned her BA from the University of Utah, and MBA from the University of New Haven.

 

Keiko holds Life and Health Insurance licenses, Securities license, and Investment Management license.

 

She also obtained a certification in Estate Planning. In Keiko’s spare time, she enjoys cooking and gardening. She has a lifelong passion for tennis. After living in Manhattan for over 20 years, she now resides in her country house in Mahwah, New Jersey with her son, Maxwell, and her husband, Mark and her dog, Popcorn. She is also involved in volunteer work at her son’s Japanese school on the weekend.

 

Keiko Higa

Independent Financial Advisor
1180 Avenue of the Americas
New York, NY 10036
Mobile: (Best contact #) (917) 449-9493
Fax: (212) 682-9205

Insurance and Financial Services Email : Keiko.Higa@HKateAdvisors.com
Securities and Investments Email : KHiga@AICInvest.com

Marc C. Harary is a Financial Advisor at PRB Wealth Management. For the past 14 years, Marc has helped individuals, families, and businesses work towards achieving their financial goals through a holistic approach to financial planning.

In the early part of his career, Marc was dedicated to helping individuals work towards financial security for children and dependents with special needs and their families. Focusing on planning for children and dependents with disabilities gave Mr. Harary the opportunity to affect positive change within his community. He educated families on protecting their eligibility for government benefits and assisted them in long-term financial planning, guiding them through the financial and legal framework that impacted the future of their dependents.

Currently Marc works with various small and mid-size businesses in the Tri-State area. His industry experience allows him to design optimal, cost-effective benefits strategies for business owners and their employees. Marc’s dedication to providing his clients with suitable group health insurance, life, and disability income insurance can provide business owners, their employees, and their families a much needed sense of security during these changing times.

Marc also works with individuals ranging from young professionals to retirees seeking formal financial planning. Marc is dedicated to providing his clients with one-on-one attention and excellent customer service. His approach is achieved through a Five-Step Strategy that accounts for Cash Flow Analysis, Asset Management, Risks, Hazards, and Tax Management. Utilizing this method, Marc provides his clients with a comprehensive overview that outlines their risks and opportunities. Marc prides himself on establishing and maintaining strong, confidential relationships with his clients and assisting them in all their financial planning needs.

Marc C. Harary

122 East 42nd Street, 16th Floor, Suite 1610
New York, NY 10168
Email: mharary@prbwm.com or marc@hararyfg.com
Direct: 212-867-7730 ext. 345
Mobile: 917-301-8301

Mitchell Wm. Ostrove, CLU, ChFC, AEP®

Mr. Ostrove is a graduate of Cornell University. Following graduation, he continued his education through the American College, obtaining his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.

Mitch is a life and qualifying member of the Million Dollar Round Table (54 years), served on the Board of the Top of The Table, chaired the Estate Planning sessions for its annual meeting, chaired the number one rated Main Platform for the 2001 annual meeting, as well as serving and chairing many other committees and was the 2002-2003 President of the Million Dollar Round Table Foundation. He was the Founder and first President of the Westchester County Chapter of CLU & ChFC, past president of many organizations including the Westchester Life Underwriters’ Association and the Estate Planning Council of Westchester and past Chairman of the Life Underwriters Political Action Committee for New York State, and is a member of The Forum 400* and the Society of Financial Professionals.

Long active in his community, Mitch served as Chairman of The Men’s Division of Albert Einstein College of Medicine, is an Honorary Trustee of Temple Israel of New Rochelle, Commissioner of the New Rochelle Youth Bureau, Director of the New Rochelle Police Foundation, past Co-chair of the Westchester Business & Professional Division of UJA/Federation, Board member of Hillel’s of Westchester, Board member Westchester Jewish Council and Board member of The Holocaust and Human Rights Education Center. These involvements earned him such recognition as: Recipient of The Fred E. Hamilton Award for Community Service, The Albert Einstein College of Medicine Humanitarian Award, The Lester A. Rosen Humanitarian and Achievement Award, Ameritas Life Hall of Fame, The Spencer L. McCarty Award, UJA/Federation Insurance Man of the Year, Temple Israel UJA Honoree, Humanitarian Award by Forum 400 and the top Quality of Life award by the Million Dollar Round Table Foundation, Honored by the Westchester Business & Professional Division of UJA/Federation the Holocaust & Human Rights Educational Center,

Mitch is licensed for insurance sales in CA CT FL GA MD NE NJ NY PA VA, and for securities sales and Investment Advisory Services CT MD MA NJ NY PA as a registered representative of Ameritas Investment Company, LLC. California license number 536074.

*Forum 400 is an elite organization comprised of leaders in production and innovation in Financial Services. Membership is by invitation only, and is restricted to 400 professionals nationwide. Currently there are only 250 advisors who meet the rigorous qualifying standards.

Mitchell Wm. Ostrove, CLU®, AEP®, LACP Chartered Financial Consultant® The Ostrove Group Incorporated 4 New King Street – Ste 101                1990 South Bundy Drive, Suite 450 White Plains, NY 10604-1202               Los Angeles, CA 90025 E: mitch@ostrovegroup.com – insurance and financial services E: mostrove@aicinvest.com – securities and investments W: www.ostrovegroup.com V: 914.428.4095   F: 914.428.4394