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Metcalfe & Associates specializes in the design, installation, funding and administration of Financial Plans, Estate Plans, Retirement Plans and Employee Benefit Plans. We assist our Client in exploring various ways to fund the Plans. We also work to project benefits and help evaluate financing options. Metcalfe & Associates is committed to providing service for the life of the Plan by representing a wide variety of Financial Services Companies. We strive to allow clients:To have the necessary diversification by selecting different products from different companies. To have buying power for numerous underwriting situations. To have products available from companies specializing in market niches suited to our individual clients' needs. We have created a market presence and positive relationships with Sagemark Consulting.

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Metcalfe and Associates Questions

The Metcalfe and Associates annual revenue was $17 million in 2024.

Metcalfe and Associates is based in Paramus, New Jersey.

The NAICS codes for Metcalfe and Associates are [54, 5413, 541, 54131].

The SIC codes for Metcalfe and Associates are [87, 871].

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