Insurance and Protection


The peace of mind you have knowing that you and your loved ones are protected. Insurance makes living an enjoyable and opportunity filled life possible.

Tax Planning

Tax Planning uses legal means to help lower the obligation of a taxpayer.

Holistic Financial Planning

Holistic Financial Planning

Holistic Financial Planning covers a broad spectrum of financial decisions surrounding saving, building, and recovering wealth.

What our clients have to say...

I highly recommend these specialists for anyone who needs a pragmatic and honest advise on one’s financial situation and would like to significantly improve it. I have learned that this company has a long term commitment to me, as a customer, and careful, detailed approach to my household finances.
Al Krey

IT Specialist

I reached out to Victor upon the birth of our son. Victor helped me set up an extremely affordable life insurance policy for both my wife and I. I work in construction so i wanted my family to be covered in case anything happens to me. Victor was very knowledgeable and answered all the questions I had. I strongly recommend Victor to everyone. I will be setting up a retirement plan with Victor as well.

Owner, Crown Gutters

Victor is dedicated to what he does and most importantly puts you, his client, first. Going out of his way, he makes it his priority to see that you have the best possible financial opportunities available. To put things into perspective, he takes the time to get to know you as a person, rather than just another client. Thank you for your hard work and dedication!


Ted Dobek

Owner, Circuit Coffee, Westfield

This man Victor Tokarev knows full well how to impress his clients. His strong work ethic, communication, and passion for what he does is something we all should learn from and search for. He strives to accomplish every task with diligence, making sure you are 100% completely satisfied with the work that was completed. I would recommend Victor Tokarev to anyone, anytime.

Dmitry G.

Videographer, Embark Wedding Films

Victor is incredibly bright, insightful and well-versed in the insurance industry. He works hard to provide relevant and meaningful solutions for individuals, families, and businesses that will make a difference in their lives and their financials. His value-based approach makes sense and illustrates the right course of action for people’s needs. I HIGHLY recommend Victor Tokarev as your life insurance, retirement income planning, and annuity agent.

David Small