CFA Insurance Agency | Financial Planning Services | NY

Who We Serve

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Individuals

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Families

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Business Owners

Services

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Our Team

Katrina Boulerice

Administrative Assistant for P&C Insurance

Clark Forster Registered Representative

CEO/Stock Broker/Agent

Clark M. Forster has been a Registered Representative and Insurance Agent for over twenty-five years. He loves what he...

Alex Forster | Registered Representative | CFA Insurance Agency

Alex Forster Registered Representative

COO/Stock Broker/ Agent

Alex has been a licensed agent for Life, Health, and Disability Insurance, as well as Property and Casualty Insurance...

Dominique Dragon | Executive Assistant | CFA Insurance Agency

Dominique Dragon

Executive Assistant

For over 6 years, Dominique Dragon has been working at CFA Insurance Agency as an Executive Assistant. She enjoys...

Janice Madden

Employee Benefits Specialist

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Latest Blogs

How to Stay Invested in Volatile Markets Without Losing Sleep

Dominique Dragon | Feb 20, 2025

Categories

Investments

Risk Management

Savings

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Dominique Dragon | Feb 5, 2025

Categories

Lifestyle

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Dominique Dragon | Jan 21, 2025

Categories

Tax Planning

Investments

Retirement

Estate Planning

Real Estate

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