For almost four decades, Joe Metzger has carefully guided his clients through every phase of their Financial lifespan. He has helped clients with Accumulating Assets, Protecting those Assets and Distributing those Assets in a tax-efficient manner. He understands that each client has unique needs and financial objectives & he works closely with them to help attain their goals.
Joe is grateful for all the clients he has served over the years. His client base has attributed to his many industry accolades; Joe has qualified for the prestigious Million Dollar Round Table for 35 consecutive years and has been a perennial leader in the New York office.
He also likes to give back to his community. Joe is a past-president of the Friends of Mercy Medical Center, which is the Hospital's fundraising group. He has also been involved with fundraising for both St Agnes Cathedral & St Agnes School, where his 5 children attended. One of his personal highlights was being inducted as a Knight Grand Cross of the Holy Sepulchre of Jeruselum by Cardinal John O'Connor in1998. This voluntary group contributes to building Hospitals, Schools and Churches in the Holy Land. Nonetheless, he feels his proudest moments come from raising his 5 children with Lori, his Wife of 31years. His main office is in Uniondale, New York.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
Our firm is firmly committed to providing you with:
Expertise: A team of knowledgeable professionals and support staff work together to maximize the resources required to provide you with the best strategies to help you meet you financial needs.
Strategies and quality products: We use a one-on-one process to analyze your unique situation and offer products of lasting value to provide you with long-term strategies to meet your needs.
Unparalleled service: “Service that excels” is our trademark. We provide consistent, responsive service that’s underscored by the dedication of our staff and our commitment to provide strategies that reflect your goals and objectives.
