MCM Agency Inc.

Selecting the right insurance benefits for your business or medical practice doesn’t have to be puzzling. Work with a firm that has helped hundreds of businesses and doctors select the right coverage for their needs. Our free consultation could end up saving you thousands. Contact us to learn more about medical malpractice insurance in New York, health insurance or company benefits or call us, we can help.

We Are “NYS GROUP SHOP Exchange Certified” and are certified to sell Health Plans through the NYS SHOP exchange. Ask us about it!

We have started a Health Exchange Task Force to help educate our clients on the Group and Individual Shop Exchanges as well as Medicare. Give us a call to learn more!

17 Kelly Circle
Katonah, NY 10536 United States

Website

914-393-6705

Kimberly Kristensen

Kimberly Kristensen has been in the insurance industry for over 20 years. She joined Risk Strategies serving a role in the Financial Services division.

In 2016 Kimberly broadened her risk management capabilities and knowledge in the insurance industry and became licensed for life & health insurance. She also received her FINRA series 6 and 63 licenses. Her work now took a focus to financial advising and planning. As a financial advisor and planner her work focused on holistic planning with clients both individual and institutional respects to insurances, wealth management, tax strategies, group benefits (401k, health, P&C) as well as full financial plans. In December of 2020 Kimberly was excited to have joined Risk Strategies to work on Retirement Plans in the financial service’s division. Kimberly has 10 plus years in experience in the merger and acquisition space which she now serves a role on working on the Retirement Due Diligence in her department who team with the private equity division.

Kimberly is married with two beautiful children and a chocolate lab. She has served as a board member on her local Chamber of Commerce, ran the campaign for the current town Supervisor, supported many charities and organizations, and enjoys volunteering her time to the community. When not working or volunteering Kimberly enjoys hiking and biking with her family.

The Lemur Agency

At the Lemur Agency we don’t feel an insurance policy is something you buy today and forget tomorrow. The industry, and companies are constantly changing. Our goal is to take the pressure off, let our knowledgeable staff help guide you through this process.

The Lemur Agency

2695 NY35
Katonah, NY 10536 

Website

914-276-5100

Sy Schnur CPA/PFS, Accountants, Investment Adviser Rep., Insurance Agent and Associates

585 Heritage Hills Drive Unit A
Somers , NY 10589 USA

Website

914-244-4400

Edward Jones, Judi McAnaw

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals

332 Route 100 Suite 300
Somers, NY 10589 

Website

914-669-5329 (Main)

Friedlander Group

State Farm, Katonah – Mike Berardino Agency

20 WOODSBRIDGE ROAD
Katonah, NY 10536 

914-232-7444 (Main)

Premium Benefit Planning

Premium Benefit Planning is a boutique Employee Benefits Brokerage Firm. Founded by Michael Yates in 2003, we have established ourselves as a creative, out of the box thinking firm that provides solutions that most other brokers do not offer. We provide the ability to assess your current needs and provide a sophisticated solution for handling your health, dental, and vision benefits. We use many different types of technology and financial solutions to bring you and your employees the best solution for your needs.

4 Vista Drive
Baldwin Place, NY 10505 

Website

646-208-8798 (Main)

Marshall & Sterling Inc

51 Gleneida Ave
Carmel, NY 10512 

Website

845-878-4590, ext. 2143

Allstate – The Merritt Agency

Karen Merritt, LUTCF and Exclusive Allstate Agent, has been the owner of The Merritt Agency since 1997.

With offices in Somers and Croton-on–Hudson, NY, the Merritt Agency offers a full array of insurance products and services for you, your family, your home, and your business. As a Personal Financial Representative, Karen is committed to not only helping you to protect what you have today, but also helping you to prepare for tomorrow.  At The Merritt Agency, attentive, personal service and customer satisfaction are the #1 priority.

Karen was born and raised and still resides in Northern Westchester, NY.  She is integrally involved in our community and has a unique understanding of and sensitivity for our community’s needs.  Karen is one of the founding members of the Women’s Executive Council (WEC), a business and networking support forum for independent businesswomen.  She is also an active member of the Somers Lions Club and Friends of Karen, a non-profit that provides emotional and financial support to children with life-threatening diseases.  Karen is thrilled to be a member of the new Board of Trustees of the Somers Chamber of Commerce.  She is confident that her love of her business, her customers and her community will help to make the Chamber a vibrant and relevant organization.

366 Route 202
Somers, NY 10589 

Website

914-276-3400

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