Travers & Associates, Inc. Employee Directory

Financial ServicesNew York, United States2-10 Employees

Travers & Associates, Inc. is an experienced group who assists their clients in creating a plan to help preserve, protect and transfer wealth in a tax efficient manner. Our firm has positioned ourselves to collaborate with estate planning attorneys and accountants to provide our clients with the tools necessary to complete sophisticated and comprehensive estate plans.
 
Our clientele are in the group that represents the richest 1% of wealth in the country and our office focuses on multi-generational planning, advanced life insurance strategies and business succession planning.    
Our firm prides itself on being a resource to our clients. Education on the opportunities that exist in the estate planning and life insurance marketplace is key to our success and growth. As the tax laws are constantly changing so are the opportunities for our clients. Travers and Associates can compliment your existing plan, assist in solving an estate planning issue or provide a fresh perspective to your ideas. We invite you to schedule an appointment or contact us at any time.

Representatives of Travers & Associates, Inc. are registered representatives of MML Investors Services, LLC,
a member of the MassMutual Financial Group. OSJ-48 South Service Road,
Suite 400,Melville, NY 11747, (516) 391-0300. MassMutual Financial Group
is a marketing name for Massachusetts Mutual Life Insurance Company (Mass-
Mutual) and its affiliated companies. Travers & Associates, Inc. is not an affiliate or
subsidiary of MML Investors Services, LLC or MassMutual Financial Group.

Find Travers & Associates, Inc. employees' phone numbers or email addresses

Travers & Associates, Inc. Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Travers & Associates, Inc.'s Leadership

  • Stylized image of a person
    B. M. T.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    P. J.
    Director Of Business Development
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  • Stylized image of a person
    S. M.
    Director Of New Business
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  • Stylized image of a person
    D. T.
    Principal
    Phone icon
  • Stylized image of a person
    B. T.
    Phone icon
  • Stylized image of a person
    S. D.
    Phone icon

Contact profiles from Travers & Associates, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. M. T.
    Chief Executive Officer
    Phone icon
    United StatesNew York
    Sep 11, 2024
  • Stylized image of a person
    P. J.
    Director Of Business Development
    Phone icon
    United StatesNew York
    Sep 10, 2025
  • Stylized image of a person
    S. M.
    Director Of New Business
    Phone icon
    United StatesNew York
    Apr 30, 2025
  • Stylized image of a person
    D. T.
    Principal
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    B. T.
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    S. D.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Travers & Associates, Inc. known for?

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Travers & Associates, Inc. operates in the Financial Services industry. The company's main headquarters is located in 425 Broadhollow Rd., Melville, NY 11747 us; you can contact the main corporate office by phone at . Explore Travers & Associates, Inc.'s company overview page for more information.

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

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Travers & Associates, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Travers & Associates, Inc. email formats with LeadIQ.

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

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Travers & Associates, Inc. has approximately 9 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Travers & Associates, Inc.'s key employees and leadership?

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As of October 2025, Travers & Associates, Inc.'s key employees include:

  • Chief Executive Officer: B. M. T.
  • Director Of Business Development: P. J.
  • Director Of New Business: S. M.
  • Principal: D. T.
  • : B. T.

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