Nadeem M. Saleem
Principal & Co-Founder
Nadeem “Nick” Saleem has been in the Financial Services Business since 1997 and has been committed to professionalism. He continues to help his clients with some of the most innovative strategies.
Nick specializes his practice in the Medical and Physician market.
Nick is a member of (MDRT) Million Dollar Round Table*, which is a premier association of Financial Professionals. Members serve their clients with exemplary performance and the highest standard of strict ethics. MDRT members are on the cutting edge of industry trends, and they are exposed to an international network of more than 25,000 professionals.
Nick also is a member of the local (NAIFA) National Association of Insurance and Financial Advisors and has received the National Quality Award*. Nick is also a member of (BNI) Business Network International for the since 2000.
Nick has the following licenses: FINRA Series 6 registration and Life and Health insurance. These qualifications allow him to provide comprehensive financial services to his clients.
Nick currently works with over 500 clients, which mostly include small business owners and professionals.
Nick specializes in Retirement and Estate Planning Strategies, Insurance, and Employee Benefit Plans.
Registered Representative of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. AR Life Insurance #2973673 and CA Life Insurance #0H03588
* This award is not issued or endorsed by Guardian or its subsidiaries.