Mitchell Wm. Ostrove

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

Stanley T Williams

Senior Advisor at Dipaola Financial Group 10 years.

Owner of Mortgage Protection Processing Center.

Owner at Stan Williams Insurance.

5 Time Centurion at a Ameritas.

10 Time Consecutive Conference Qualifier.

Specializing in All Types of Insurance including Life and Medicare options.

33 Degree Sovereign Grand Inspector General Ancient and Accepted Scottish Rite.

Ordained Deacon at Stuyvesant Height Christian Church.

And most important role is “Grampy” to 8 Grandkids.

Happily married to Bonita Zola Williams for 20 years.

 

Sterlyn Ardrey

Sterlyn Ardrey was born and raised in Charlotte, NC, he now resides on Long Island, NY. Sterlyn graduated from Hofstra University’s Frank G. Zarb School of Business in May 2023, with a degree in Business Management and a minor in Finance. While attending Hofstra University he was a member of the Hofstra Men’s Division 1 lacrosse team all 5 years.

 

Sterlyn is a people person through and through. He prides himself in understanding and listening to others, uplifting his friends and family, and giving back to the lacrosse community. Sterlyn has been involved with Nation United for 5 years and counting as an Ambassador and liaison to educate and uplift younger lacrosse players. Whether you are a stranger or Sterlyn’s closest friend, his support never waivers.

 

His approach to helping clients understand their options and achieving their goals is what makes his work most rewarding. He also believes that everyone’s situation is unique which requires a personalized approach. Sterlyn can help execute unique strategies to meet current needs and achieve future goals.

Susan Russo

I help people plan for the future and retirement by offering a variety of products and services including life, mortgage protection, health, disability income insurance, 401(k)’s, annuities, advisory accounts as well as financial planning services. I am known for developing client and business relationships.  I see the big picture and plan appropriate strategies that are aimed towards results.  I offer investment advice that encourages diversification and appropriate investments based on your time horizon for investing and tolerance for risk.

QUALIFICATIONS:

  • 35+ years in the Financial Services Business
  • MBA, Adelphi University, 1990
  • BS Business Administration, Saint Michael’s College, 1985
  • Chartered Retirement Planning Counselor, 2009
  • Certified Divorce Financial Analyst, 2017
  • Registered with Ameritas Investment Corp for Securities currently in NY, NJ,VA, SC, KY, FL, AZ
  • Registered to offer Life, Health& Accident Insurance in NY, NJ, VA, SC, FL, AZ

PERSONAL STRATEGIES:

Financial Resource Services

  • Retirement Planning
  • Divorce Financial Planning
  • Life and Disability income insurance needs
  • Mortgage Protection Plans
  • Long Term Care Insurance
  • Budgeting and Cash Flow Analysis

Retirement Product and Services

  • Fixed and Variable Annuities*
  • Tax Sheltered Annuities
  • Wealth Management Strategies*

BUSINESS SOLUTIONS:

  • Defined Benefit and Contribution Plans
  • Group Life, Health and Disability Plans
  • Buy-Sell Strategies
  • Business Continuation Planning
  • Family Business Succession Planning
  • Key Person insurance
  • General Liability Insurance

PERSONAL:

  • Resident of Bayport, NY
  • Hobbies include Reading, Exercise, Catechist, Volunteer
  • Two daughters and a grandson that are my pride and joy.

*Susan Russo offers products and services using the following business names: Susan Russo Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) –investment advisory services. AIC and AAS are not affiliated with Susan Russo Financial.

Susan Russo CRPC ®, CDFA ®, MBA

 425 Broadhollow Road, Suite 405, Melville, NY  11747

Office :   +1 (631) 773-4473 ext. 419

Mobile :  +1 (631) 371-9064

Email :  srusso@aicinvest.com

Website : https://www.susanrussofinancial.com