About Us

Genovese Associates  

Genovese Associates is a financial strategies firm started by Gregory M. Genovese in 1965, that has since been handed down to his son, Gregory P. Genovese.  The firm, which originated on Wall Street, has been operating out of Jericho, Long Island for the past 35 years. Thanks to Greg, has maintained the warmth and personal attention of a family business, even as it serves hundreds of clients a year from all across the country.  Greg has a reputation for his fastidiousness in completing any given task, and is renowned for taking a personal investment in his clients. When you become a client of Genovese Associates, you become part of his family.

 

Greg specializes in Estate Planning with a breadth of experience in wealth strategies, insurance and benefit planning, estate conservation and tax diversification¹.  While Greg offers his financial services on an a la carte basis, he is also well known for his ability to create an extensive  planning strategy package that both helps protect businesses/individuals, and positions them to thrive.

 

A fixture among the top agents in the nation, Greg is a recurring Court of the Table qualifier of the Million Dollar Round Table².  He is one of the leaders on the East Coast and in the company at The New York Life.  Greg is also one of the top three case rate writers in the Eastern Zone, and ranks in the top 1% of New York Life agents in the country.  He consistently strives to perform at the peak of his abilities, and his accolades are proof that he routinely succeeds.

 

A firm believer in giving back to the community, Greg served for many years as Board Member of the Cold Spring Hills Civic Association.  He is a Vice President of the Board of Directors at the Friends of Oheka, a non-profit organization dedicated to the preservation of a historic Long Island landmark.  He is a also a proud Board Member of the Helping Hands Foundation, a non-profit organization that supports increasing awareness about local issues, supporting local initiatives, and providing educational resources for community residents.

 

In addition to his charity work and community service, Greg is a fitness enthusiast and an exercise junkie, who can be found in the gym six days a week.  An ambitious outdoorsman, he enjoys skiing, biking and road riding. When he's not breaking a sweat, Greg loves relaxing by the pool and spending time with his family.

 

Gregory P. Genovese's credentials and designations Include: 

  • Moderator for Nassau Life Underwriting LUTC curriculum
  • Received LUTCF designation
  • Court of the Table member of the Million Dollar Round Table²
  • Chairman's Council Agent
  • Shareholder of NYLARC Holding Company, a reinsurance company
  • Board Member of NYLARC Reinsurance Carrier
  • Vice President of the Board of Directors, Friends of Oheka
  • Board Member, Helping Hands Foundation.

  

¹Neither Greg nor his team provide tax, legal or accounting advice.  Individuals should consult with their own tax, legal or accounting advisors before implementing any planning strategies. 

²MDRT is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financi.

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