Qualifications

Bill Phelan is a graduate of Seton Hall University and is currently licensed to do business in California, Connecticut, Florida, New Jersey, New York and Vermont.  He is also a member of the NAIFA. 

Mr. Phelan also maintains a solid, long-standing relationship with the industry's leading providers, allowing us to offer a wide assortment of insurance and financial tools to our clients.

His community involvement includes membership in Rotary International, where he's served as a member of the Board of Directors, as well as a volunteer in numerous activities and committees memberships.