Satisfied Clients and Professionals

"I have known Steve for over 50 years. He has become an expert on the benefits insurance can add to estate planning. Over the years I have used Steve for all of my family's life insurance needs and he has always obtained the most reliable and efficient policies at the best prices. When I have been slow to pursue sound insurance- based solutions for estate planning, Steve has always encouraged me to keep on track and do the right thing. Finally, he never stops following up on policies he has sold me in the past to ensure that they continue to be appropriate for my evolving financial situation and, if not, recommend new and better solutions."

Brian Maher
Retired Assistant Treasurer
Exxon Mobil Corporation

"Steve has handled my business as well as personal insurance and estate planning needs for over thirty years now. I have been so satisfied that I have made him a Trustee of my estate. Steve is the ultimate professional."

Peter Pohly, CEO
Beekman Paper Company
New York, NY

"Steve has been very helpful in both advising and then implementing our estate planning. He is always available and attentive to our needs and is extraordinarily knowledgeable in his area of expertise. It has been and continues to be a pleasure working with him."

Alvin N. Eden. M.D.
Chairman, Dept. of Pediatrics
Wyckoff Heights Medical Center
Brooklyn, NY

"I have worked with Steve for many years in connection with the estate planning needs of mutual clients. Steve brings great knowledge and value to his clients, not only through the direct services he provides them, but also through his "quarterbacking" of the clients' entire professional team (lawyers, accountants, insurance and financial advisors) so that everyone is on the same page, the respective tasks are well-defined, and the various advisors are not duplicating each others efforts. He is the consummate professional."

Richard D. Sanders, Tax Attorney
Edwards & Angell, LLP
Short Hills, NJ

"I have known Steve for many years and have trusted him with all my life insurance and financial planning needs for more than 30 years. I am in the best of hands. Steve is a brilliant and scholarly advisor, very inventive in providing the best solutions, extremely trustworthy and very prompt in handling the unexpected directly or, if needed, via a professional network of exports that he admirably coordinates. He is a truly dedicated professional with exceptional expertise."

Marinos C. Dalakas, M.D., FAAN
Professor of Neurology (endowed Chair)
Director, Neuromuscular Division
Thomas Jefferson University
Philadelphia, PA

"I have known Steve Squires for over twenty years and have had the pleasure of working with him on a number of mutual clients. His professional expertise is only surpassed by his personal concern for his client's well being. I would recommend Steve to anyone who has the need for sophisticated financial and insurance planning. "

Allan C. Bell, Tax Attorney
Estate Planning Partner
Sills Cummis Epstein & Gross
Newark, NJ

"I have known Steve Squires for over 30 years. I consider him one of the most knowledgeable professionals in the insurance industry. He has repeatedly come up with complex solutions to estate problems and other related issues on a proactive, creative basis. Just as importantly, he follows-up and takes a highly personal interest in all of the cases in which we have been involved. "

Ira Yohalem CPA
Chairman of Yohalem Gillman & Company LLP

"Steve is a first-rate insurance advisor. He succeeds by combining his vast technical knowledge of insurance products, rules, and regulations with practical real-world advice to create innovative solutions to solve family, personal and business challenges."

Sam Berger
IBM Business Consulting Services
White Plains, NY