BUILD. PROTECT. ADVANCE.

Commercial Insurance & Bookkeeping for NY & CT Trades & Small Businesses

Tailored Protection. Accurate Financials. Built Just For You.

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Licensed in New York & Connecticut

Serving Contractors & Small Business Owners

How We Help

STEP 1 - CALL TODAY

Call me or submit a contact request. I will reach out to learn more about your insurance/bookk-eeping needs.

(845) 505-4319

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STEP 2 - ASSESS & ESTIMATE

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We’ll review all current accounts in depth to determine an estimate.

STEP 3 - WORK TOGETHER

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You no longer stress about tax season preparation and know exactly where your money is going. Help you save while keep you protected.

Avanzar Financial helps contractors and small business owners protect their business and keep their finances in order with straightforward bookkeeping and insurance so you can focus on getting jobs done and getting paid.

My clients are the number #1 priority, and I always strive to deliver the best customer service.

Have a Question?

Send us a quick note and let’s figure it out together.