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Testimonials

"We are grateful to BlueMark Advisors for the highly professional service they provided as we partnered with friends of the University in philanthropic planning."

Mr. Jack Kreckel
Sr. Associate Vice President for University Advancement
Office of Trusts & Estates, University of Rochester
"There are no better insurance professionals than those at BlueMark Advisors. From long term care insurance to every conceivable life insurance variation, they are knowledgeable, creative, service-oriented and always prompt with helpful advice. For over 20 years I have benefited from their expertise, as have many of my clients."

John T. Fitzgerald, Jr.
Partner
Nixon Peabody, LLP
"Creative, customer service-oriented and aggressive in annually reviewing our policies against alternative carriers. BlueMark Advisors makes us feel confident that we're receiving the best value for our insurance dollar. That's important when you have a company with over 170 employees.

Perhaps the highest tribute I can give BlueMark Advisors is to say that their representatives now work directly with many of our employees to do individual planning and have made them loyal clients as well."

Steven Sauer
President
Toshiba Business Solutions NY
"BlueMark Advisors has been JC Jones & Associates' insurance advisor from our company's inception. They have always demonstrated a great deal of knowledge and skill as an independent insurance advisor keeping our best interests in mind. BlueMark Advisors helped create our first group insurance program for our partners and employees as well as advise our partners with their individual planning needs. They continue to benchmark our various lines of coverage to make sure they are competitive and recommend improvements.

I continue to recommend BlueMark Advisors' services without hesitation to other businesses for their employee benefit and individual planning needs."

Jeffrey C. Jones
President
JC Jones & Associates, LLC
"I have worked with BlueMark Advisors personally and professionally for over 20 years. I have referred clients with insurance needs to them over the years and felt confident that they would be treated respectfully, and that products recommended would be in the best interest of the client.

Their extensive knowledge in Long Term Care insurance, and their caring and compassionate ways of communicating this sensitive topic with clients makes them a resource of choice."

Natalie M. Willoughby
Senior Vice President and Manager of Trust & Financial Services
Steuben Trust Company
"I would not hesitate to recommend BlueMark Advisors as professionals who are able to handle any client's personal and business insurance needs, whether it be for basic estate planning or more advanced estate planning and planned giving needs."

Don Twietmeyer
Partner
Trevett Cristo Salzer & Andolina, P.C.
"In today's varied business environments it is certainly a pleasure to find not only a highly ethical but professional firm that we can turn to with not only our business but personal insurance needs. Your commitment to finding the best overall products at the best rates is second to none.

I have experienced and appreciated for many, many years the highest level of professionalism and expertise in all areas and look forward to our relationship with you both growing even more in the years to come."

Michael D. Haymes
President
Re/Max Realty Group
"BlueMark Advisors approaches the insurance world with a deep Understanding of the Business and the ability to understand clients and generate the appropriate solutions."

Larry H. Rabinowitz
Senior Vice President and Trust Officer
US Trust
"Over the last 25 years I have entrusted BlueMark Advisors with my life insurance needs on both a personal and professional level. My overall long-term satisfaction with BlueMark Advisors stems from their knowledge of the business, the competitive rates, and value-added service.

As a result of BlueMark Advisors' diligence with my personal insurance, it's no surprise that they utilized their expertise to assist our medical practice with an extremely competitive executive benefits package for me and my two partners. I look forward to a continued relationship with BlueMark Advisors."

David V. Chazan, DPM
Partner
Rochester Foot Care Associates
"We have been working with the professionals at BlueMark Advisors for more than 15 years now. Their experience, demeanor, knowledge and access to a wide range of insurance products have been a key component in our long term planning success."

Bernie Schroeder
President
Lake Beverage Corporation
"Over the past several years I have had the privilege of working both personally and professionally with BlueMark Advisors. My clients who work with BlueMark have been very pleased with the service they have received, and I would not hesitate to recommend BlueMark Advisors to any of my clients."

Michael Robinson, J.D.
Law Office of Michael Robinson, P.C.
"BlueMark Advisors always impresses me with their level of knowledge, professionalism, and the attention they give my clients. I know I can always count on them to answer my questions and serve my clients."

Marcus W. Kroll, Esq.
Harter Secret & Emery LLP

Securities offered through Securities America Inc., Member FINRA/SIPC. Brian Blaustein, Mark Kluge and Dale Pensgen, Representatives. Advisory Services offered through Securities America Advisors, Inc., Mark Kluge and Dale Pensgen, Representatives. BlueMark Advisors and Securities America Companies are separate companies. Brian Blaustein is licensed to discuss and/or sell securities in the following states: CT, FL, GA, NC, NJ, NY, PA, OH, TX. Mark Kluge is licensed to discuss and/or sell securities in the following states: CA, FL, MA, NY, OH. Dale Pensgen is licensed to discuss and/or sell securities in the following states: CA, FL, MA, NY, NC, VA.

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