Insurance & Investment Advisory Group, LLC (“IIAG”), provides insurance and investment solutions for the affluent and business markets. IIAG is independent and represents many of the leading product manufacturers. By working with client advisors, IIAG provides comprehensive, needs-based solutions.

Anthony Sardis is President of IIAG and previously worked for major financial institutions where he had responsibility for retail and wholesale distribution offerings. He also has experience as a tax lawyer, accountant and commercial banker. Tony has spoken extensively throughout the country and is widely published. He received his B.A. from Yale and completed a joint law degree program, receiving his LL.M. in Taxation from NYU and his J.D. from Rutgers.


Insurance & Investment Advisory Group, LLC
One Spring Street, 4th Floor
New Brunswick, NJ 08901

Phone (732.668.7144); Fax (732.828.5156)
sardis@iiagllc.com

  


q Life Insurance
q Disability Insurance
q Long-Term Care Insurance
q Health Insurance
q (individual and group)
q Property Insurance
q (personal and commercial)
q Investment Management
q And more


IIAG provides several services which can identify significant savings resulting from market innovations and changed circumstances. These services are provided free-of-charge and include:

q Non-qualified deferred compensation review for IRS compliance
q Audit of life insurance policies for performance, tax treatment
q and suitability
q Risk assessment for property & casualty insurance exposures
q Cost containment options for health insurance

 


This site and its contents are for informational purposes only and subject to change at any time without notice.