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Protecting you and your family against life’s uncertainties.

Insurance plays an important role in helping you prepare for the unexpected. It can also be an important part of your overall financial planning goals and objectives.

  • Annuities can provide an alternative source of retirement income
  • Long-term care insurance can take the burden of providing for your care of loved ones
  • Life insurance can protect your family and loved ones after an unexpected tragedy and bring you the peace of mind of knowing they will be taken care of when you’re gone

The Hartzmark Group offers a full array of quality insurance products and services through Oppenheimer Life Agency, Ltd. (OLA), a wholly owned subsidiary of Oppenheimer & Co. Inc. Oppenheimer has relationships with most of the major insurance companies.

Our products are:

  1. Insurance - We provide comprehensive strategies for your wealth transfer, advanced estate planning, and business succession needs, as well as offer lifetime planning such as long term care insurance, disability income protection, and assistance with Medicare planning.
  2. Annuities - Annuities may be an ideal investment vehicle for accumulating assets due to their ability to reduce market, inflation and longevity risk.
  3. Executive & Employee Benefits - If you are a business owner or executive, you have access to a full range of executive and employee benefit products, programs, and services. Oppenheimer continues to stand out as leading firm offering these types of innovative strategies.