Financial Group


Developing innovative, secure and customized solutions.

About Us

Our Mission

To develop innovative, secure, and customized insurance and wealth transfer programs for high net worth clientele. Our team of experienced insurance professionals are proficient on current, new and emerging products, and take the time to educate our clients on all their insurance options. Our boutique-style firm enables us to maintain a true one-on-one relationship with our clients and gives us the ability to provide truly personalized solutions to accommodate all types of needs.

55+ years
of combined experience

in 1989

Servicing more
than 1,600 clients

Secured over
$10B of coverage

Private Services

For over 30 years, the Laffie Financial Group’s passion has been providing personal attention and professional guidance to help individuals and families make the right choice for their life insurance needs

Corporate Services

Laffie Financial Group works closely with you and your firm’s Group Benefits Director to review your existing employee benefit programs to ensure the plans are competitive and meeting the needs of your firm as well as of your employees.

Our Team

Our team of experienced insurance professionals is skilled at finding the most appropriate products to meet our clients’ unique and specific needs. We are extremely knowledgeable about current and emerging financial products, and we always take the time to educate our clients on all of their insurance options.

Fredric Laffie


Fred Laffie, senior partner and founder of the Laffie Financial Group, has over 30 years of insurance and estate planning experience. Prior to founding LFG, Fred was a practicing CPA with two large public accounting firms. Throughout his career, Fred has received several industry accolades; he has achieved membership in the industry’s prestigious Million Dollar Round Table each and every year since 1990 and has been acknowledged at its highest level, the Top of the Table for the last 20 years.

Scott Laffie


Scott Laffie joined Laffie Financial Group as a partner in 2008. In 2011, Scott earned his Certified Financial Planner® designation upon meeting the rigorous education, examination, experience and ethic requirements. Prior to joining the Laffie Financial Group, Scott worked in public accounting providing tailored financial guidance to clients.

Scott Kohen


Scott Kohen is a partner at the Laffie Financial Group, and has been working in financial services since 2007. As an advisor, his primary focus is estate and insurance planning for individuals, families and business owners. Prior to joining LFG, Scott managed his own advisory office with Edward Jones Investments and was a Regional Consultant for Alliance Bernstein in New York City.

Jeannette Bernardo


Jeannette Bernardo has been with the firm since its founding in 1989. As Office Manager, she oversees all aspects of the Laffie Financial Group operations to ensure that all clients’ experiences are professional, efficient and complete. With over 20 years of experience in sales and customer service, she provides knowledgeable support to our clients on all levels of the insurance process.

Marcia Fisher


Marcia Fisher joined the team in 1998 on an administrative level. During her time working here she has honed her skills in customer support, specifically excelling in her understanding of existing insurance specifications and maintenance. She also possesses extensive knowledge in producing sales illustrations featuring products to match our clients' variety of needs. Prior to joining the Laffie Financial Group, Marcia worked in the medical field as an administrator in the tumor registry, laboratory and pathology departments.

Susan Page


Susan Page joined the team in 2007 with over 15 years of experience in group health insurance administration. Sue oversees and assists with the day to day operations for over 350 of our clients' group insurance plans which include major medical, life, dental and vision.

Angelica Villanueva


Angelica Villanueva joined the team in 2021. As The Laffie Financial Group’s New Business Coordinator, she facilitates all life insurance, disability insurance, and long term care case processing from start to finish. Her extensive background in financial services with office management and customer service skills will ensure a positive and pleasant experience for all of our valued clients and business partners.

Contact us

    Laffie Financial Group

    6800 Jericho Turnpike, Suite 202W
    Syosset, NY 11791
    P 516-364-7396 | F 516-364-6074

    Customer Relationship Summary