Our Team

Having completed the rigorous curriculum necessary to achieve his Chartered Life Underwriter^® (CLU^®) designation, Mr. Santoro brings a wealth of experience and knowledge in service to his clients. A graduate of Hofstra University with a bachelor's degree in Business Administration and a concentration in accounting, Mr. Santoro focuses on retirement income planning for Nassau County pre-retirees. Located in Jericho Atrium for nearly two decades, Mr. Santoro, Treasurer at Preferred Financial of New York, has built a clientele among individuals in Nassau County, including pre-retirees who commute to Manhattan daily and those employed at local companies with a large presence in Long Island, including GEICO, Cabevision, Home Depot, Computer Associates, Canon, and North Shore Long Island Health System. For a 55- or 60-year old leaving a large corporate retirement plan, Mr. Santoro offers assistance on rolling over qualified plan assets into a tax-deferred IRA account that preserves your tax benefits and he offers ongoing advice and a relationship with an experienced financial professional you can trust. Mr. Santoro also focuses on establishing 401(k) plans for small businesses in Long Island. Nassau County and Suffolk's business community is dominated by small businesses, and he advises entrepreneurs on fulfilling their obligation as fiduciaries of employee 401(k) plans. Over many years, he has acquired specialized knowledge in the field of employee benefits, working with small business owners, life and health insurance brokers, and property and casualty brokers, In addition, Mr. Santoro also advises Long Island small-business owners on personal financial planning and investing. Mr. Santoro manages retirement assets, possesses an extensive knowledge of the fixed and variable annuity marketplace. Mr. Santoro has been an officer and partner of Preferred NY Financial Group since its inception. With his guidance, Preferred has remained an independent financial services firm on Long Island and counseled individuals locally for nearly two decades through good and bad times.

Before deciding whether to retain assets in an employer plan or roll over to an IRA an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, possession of employer stock and reduction/elimination of guaranteed benefits from the pension plan.

Mr. Levin is part of a group of Financial Services Professionals who have earned both the Chartered Life Underwriter^® and Chartered Financial Consultant^® designations. In addition Mr. Levin is a CERTIFIED FINANCIAL PLANNER™ Professional with an active retirement planning and wealth transfer planning practice. In recent years Mr. Levin secured the Chartered Advisor for Senior Living^® educational credential after successfully completing an accredited regimen of study at the American College in Bryn Mawr, Pennsylvania. Mr. Levin's extensive training and commitment to continuing education affords Preferred NY  Financial Group, LLC. access to the most current changes in the complex world of Financial Services and adherence to the industry's strictest code of professional ethics.

Following his distinguished teaching career, Mr. Gurmann has won many productivity awards in the life and health insurance industry.

A graduate of Brooklyn College with a BA in education and a master’s degree in economics, Mr. Gurmann has used his teaching skills to help shape the careers of many flourishing financial services professionals.

Widely acknowledged as a leader and mentor in the complex field of employee benefits, Mr. Gurmann has provided solutions for business owners and professionals for over thirty years.

His formula for assembling the right team to succeed in even the most challenging situations is evident with the formation of Preferred NY Financial Group, LLC. Under Mr. Gurmann’s guidance Preferred NY Financial Group has emerged as an independent source for interpreting the ever changing landscape of healthcare, insurance, and retirement planning.

A sought after speaker at many educational seminars, Mr. Gurmann’s extraordinary communicative and leadership skills have served Preferred NY Financial Group very well for over twenty years and counting.