Broker Check
Paul Moran

 Business Philosophy- I take the time to familiarize myself with the clients objectives and understand their true needs. I do a comprehensive interview in order to recommend only appropriate strategies to pursue their goals

Products and Services -

  • Fixed and Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Health Insurance
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection
  • Lump Sum Pension Distribution
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  •  Term Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance


  • Adelphi University Graduate
  • Licensed Notary Public
  • 30+ years management experience
  • Registered to offer Securities products in New York/New Jersey
  • Licensed to sell Life & Health Insurance in New York/New Jersey


  • Big Brothers Big Sisters of Long Island
  • Habitat for Humanity
  • March of Dimes