For the first 25 years of his career, Brian Reilly worked as a Managing Director/Portfolio Manager for one of the most innovative and prestigious global investment houses. His innate ability to spot and navigate market volatility, allowed him to successfully guide his clients through several turbulent investment cycles, including the near-market collapse of 2008.
As a seasoned financial professional, he provides access to tailored financial guidance, insurance planning strategies for individuals, their families and small business owners across the country.
He begins his process with a deep understanding of what’s important to the client. He then utilizes this information as a foundation for the development of a comprehensive financial plan, that includes strategies to implement insurance policies that are customized to help meet the client’s needs. His firm belief in forming a close relationship with his clients, allows him to anticipate and respond strategically to new risks and emerging opportunities. The result is a coordinated investment plan and insurance strategy, updated regularly, that concentrates on helping to meet their specific goals today, to help ensure a successful and carefree retirement.
Brian Reilly in insurance licensced in NJ.