A Little About Us
Our Approach
What sets us apart is the approach. We are service-oriented, knowledgeable, and personable— we're committed to being there for clients whenever they need us. Whether you're facing complex Medicare decisions or exploring the best Social Security strategies, the goal is to simplify the process and provide guidance you can trust.
While we primarily work with clients in Monroe, Orleans, Wayne, Ontario, and Genesee Counties, we are licensed to serve clients throughout New York State and regularly work with people statewide over the phone.
About Nic Monachino
Registered Social Security Analyst | AHIP (Medicare) Certified | Licensed in NY State for Life, Accident & Health Insurance
I am a Rochester native who earned my bachelor’s degree from SUNY Brockport’s School of Business. For the past five years, I’ve had the privilege of helping seniors navigate the often-confusing world of Medicare and Social Security. I'm a Registered Social Security Analyst, AHIP (Medicare) Certified, and licensed in New York State for Life, Accident, and Health Insurance.