Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Michael J. Pierce, MBA
Owner/President
Michael Pierce is the Agent.
Michael began in health insurance in a formalized training program with the old US Healthcare in Blue Bell, PA, in the the early 1990's and served them as a large group representative in Bergen County, NJ. He went on to become an Independent Health Insurance Broker, with individuals and small, medium and large companies in designing their employee benefits plans.
Michael Pierce worked his way through college, earning his MBA in Professional Accounting from Rutgers University and His BA in Psychology from Montclair State University. Michael's participation as an Independent Health Insurance Broker expanded to include retirement planning.
In 2012 Michael Pierce was nominated to serve as a Hunterdon County NJ Tax Commissioner. His nomination was thoroughly vetted by the NJ Senate Judiciary Committee and his successful appointment signed by the Governor. He has served this part-time position ever since.
Michael is a lifelong avid reader, and keeps abreast of the multitude of factors that impact health insurance for retirees. He also has extensive experience working with federal employees with their retirement plans.
As an Independent Medicare Broker he can properly work together with you to get the best solution for you.
Client Centered
Please Click Below to Schedule an Appointment or give us a call at 908-442-7465.
Remember, whether you are a first timer just turning 65 or already have a plan from earlier years, give us a call to be sure you have the very best!