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Insights

High net worth focus Target the firm for high net worth estate planning services, multi-generational wealth transfer, and sophisticated life insurance strategies tailored to affluent clients.

Advisor collaboration Leverage their collaborative model with estate planning attorneys and accountants to offer integrated planning solutions and cross-referral opportunities.

Tax landscape agility Position offerings around evolving tax laws and opportunities, providing ongoing education and fresh planning perspectives to maintain value for clients.

Regulatory alignment Align services with relationships to MassMutual and MML Investors Services to navigate compliance, product availability, and access to life insurance solutions.

Boutique scalability despite a small team, emphasize scalable advisory platforms or partnerships to support growth as client base and complexity increase.

Similar companies to Travers & Associates, Inc.

Travers & Associates, Inc. Tech Stack

Travers & Associates, Inc. uses 8 technology products and services including Wix, Webpack, Google Fonts API, and more. Explore Travers & Associates, Inc.'s tech stack below.

  • Wix
    Content Management System
  • Webpack
    Development
  • Google Fonts API
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • TweenMax
    Javascript Frameworks
  • Lodash
    Javascript Libraries
  • Zepto
    Javascript Libraries
  • GoDaddy
    Web Hosting

Travers & Associates, Inc.'s Email Address Formats

Travers & Associates, Inc. uses at least 2 email formats:
Travers & Associates, Inc. Email FormatsExamplePercentage
FLast@traversandassociates.comJDoe@traversandassociates.com
50%
First.Last@traversandassociates.comJohn.Doe@traversandassociates.com
50%

Frequently Asked Questions

What is Travers & Associates, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Travers & Associates, Inc.'s main corporate office by phone at
+1-631-851-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Travers & Associates, Inc.'s official website and social media links?

Minus sign iconPlus sign iconTravers & Associates, Inc.'s official website is traversandassociates.com and has social profiles on LinkedIn.

How much revenue does Travers & Associates, Inc. generate?

Minus sign iconPlus sign icon As of July 2026, Travers & Associates, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Travers & Associates, Inc.'s SIC code and NAICS code?

Minus sign iconPlus sign iconTravers & Associates, Inc.'s SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 52 - Finance and Insurance.

How many employees does Travers & Associates, Inc. have currently?

Minus sign iconPlus sign iconAs of July 2026, Travers & Associates, Inc. has approximately 9 employees across 1 continents, including North America. Key team members include Chief Executive Officer: B. M. T., Director Of Business Development: P. J. and Director Of New Business: S. M. Explore Travers & Associates, Inc.'s employee directory with LeadIQ.

What industry does Travers & Associates, Inc. belong to?

Minus sign iconPlus sign iconTravers & Associates, Inc. operates in the Financial Services industry.

What technology does Travers & Associates, Inc. use?

Minus sign iconPlus sign iconTravers & Associates, Inc.'s tech stack includes Wix, Webpack, Google Fonts API, Google Cloud, TweenMax, Lodash, Zepto and GoDaddy.

What is Travers & Associates, Inc.'s email format?

Minus sign iconPlus sign iconTravers & Associates, Inc.'s email format typically follows the pattern of FLast@traversandassociates.com. Find more Travers & Associates, Inc. email formats with LeadIQ.
Travers & Associates, Inc. logo

Travers & Associates, Inc.

Financial ServicesNew York, United States2-10 Employees

Travers & Associates, Inc. operates in the financial services industry, focusing on helping clients preserve, protect, and transfer wealth in a tax-efficient manner. The firm collaborates with estate planning attorneys and accountants to provide tools that support sophisticated and comprehensive estate plans, with an emphasis on multi-generational planning, advanced life insurance strategies, and business succession planning for clients positioned among the wealthiest segments. Based in Melville, New York, the company emphasizes education about opportunities in estate planning and life insurance, adapting to changing tax laws to offer fresh perspectives or solutions for existing plans. The organization works with representatives affiliated with MML Investors Services, LLC, part of the MassMutual Financial Group, while maintaining that Travers & Associates is not an affiliate or subsidiary of MassMutual.

Section iconCompany Overview

Phone number
+1-631-851-****
Website
traversandassociates.com
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Travers & Associates, Inc.'s revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Chief Executive Officer at Travers & Associates, Inc.
    B. M. T.
    Chief Executive Officer
    Mobile Phone
  • Director Of Business Development at Travers & Associates, Inc.
    P. J.
    Director Of Business Development
    Mobile Phone
  • Director Of New Business at Travers & Associates, Inc.
    S. M.
    Director Of New Business
    Mobile Phone
  • Principal at Travers & Associates, Inc.
    D. T.
    Principal
    Mobile Phone
  • Employee at Travers & Associates, Inc.
    B. T.
    Mobile Phone

Employee Directory

  • Employee at Travers & Associates, Inc.
    S. D.
    Mobile Phone

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