Clients & Partners

Price Raffel & Browne is committed to excellence in service.

In all aspects of business and personal financial planning, insurance and benefits, we aim to enhance our clients' prosperity.

We also partner with professionals to provide high quality services to their clientele and add value to their practices.

 

Personal Planning

Dedicated to the Proposition that Concerted Intelligence, Relevant Experience, and Independent Analysis Will Make All the Difference in Your Financial Well-Being.

With our experienced and committed team of professionals, we know how to help you plan for your future, and achieve your financial goals. Here are some of the ways we can help:

  • Estate Planning
  • Retirement Planning
  • Asset Management
  • Life Insurance
  • Disability Insurance
  • Health Insurance
  • Long Term Care Insurance

Learn more about Wealth eValuator, PRB's comprehensive custom financial tool.

Download our Client Brochure

 

Business Planning

Dedicated to the Proposition that Concerted Intelligence, Relevant Experience, and Independent Analysis Will Make All the Difference in Your Financial Well-Being.

Let Price Raffel & Browne and proBenefits Alliance structure your company's pension plan, benefits, and financial positioning to optimize its future well-being. Here are some of our services:

  • Business Continuation Planning
  • Group Life Insurance
  • Group Disability Insurance
  • Group Health Insurance
  • Group Long Term Care Insurance
  • Qualified Retirement Plans
  • Supplemental Executive Retirement Plans

Download proBenefits Alliance Benefits Brochure

 

Professional Partners

Good Fences Make Good Neighbors . . .and Good Partners

Partnering with PRB differs from other alliances between CPAs, law firms, and financial service resources. PRB focuses on specific financial sectors and forms its strategic teams accordingly. We do not want to be all things to your firm, or your clients, just the right thing.

As a leader in your field, as we are in ours, you need a focused, reliable provider who understands that your clients deserve a serious commitment to finding effective strategies in today’s information-driven financial world.

By partnering with PRB, your clients will benefit from our clear communications, our careful, discreet approach to service and, above all, our market intelligence.

Price Raffel & Browne is the ideal complement to attorneys, accountants and brokers for Pensions, Benefits, Insurance and Financial Strategies.

Download our Professional Partners Brochure