Smooth Sailing
Work With an Experienced Financial and Insurance Advisor in New York
Helping You Achieve Your Financial Goals
In 2012, Pamela Averick formed Averick Financial, LLC to integrate her professional experience working in estate planning with her background in fundraising for non-profit organizations with her personal philanthropic experience. She has formed a collaborative team of professionals who tailor their services to the unique needs and interests of the clients they serve.
About Us
Combining 20+ years as a Financial Professional at Equitable Insurance with her years of experience as a volunteer and donor, Ms. Averick and her team of experts specialize in estate planning to create effective plans that increase and maximize their financial goals, and incorporate charitable gift planning for individuals, non-profits, and their board members who are charitably inclined and interested to create a legacy.
What We Do
In addition, we work with business owners, executives, and retirees, to help them identify and increase their financial resources in meaningful and substantive ways to prepare for the next stage of their lives.
Averick Financial, LLC, offers a full range of financial and insurance products from the top companies in operation today.
About Us
Combining 20+ years as a Financial Professional at AXA Advisors with her years of experience as a volunteer and donor, Ms. Averick and her team of experts specialize in estate planning to create effective plans that increase and maximize their financial goals, and incorporate charitable gift planning for individuals, non-profits, and their board members who are charitably inclined and interested to create a legacy.
What We Do
In addition, we work with business owners, executives, and retirees, to help them identify and increase their financial resources in meaningful and substantive ways to prepare for the next stage of their lives.
Averick Financial, LLC, offers a full range of financial and insurance products from the top companies in operation today.