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.
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
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.
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.
Independent insurance agency representing many fine insurance carriers for business, personal, life and health insurance.
