Bill has over 11 years of experience helping individuals to address their unique concerns, challenges and goals for their financial future. His professional qualification include; Series 7 & 63 registrations, NYS Life, Accident and Health and he has acquired his Property and Casualty License for home, business and auto insurance needs. Bill focuses on full financial plans, life and long term care insurance and Medicare.

Advisory services are offered through Kingswood Captial Partners, LLC Member FINRA/SIPC. Advisory through Kingswood Wealth Advisors, LLC. Health and Wealth Advisors and the above firms are independent and non-affiliated.  Medicare, Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Kingswood Captial Partners, LLC Member FINRA/SIPC. Advisory through Kingswood Wealth Advisors, LLC.

Natalie Bianchi joined her brother and mother in the insurance field in 2013 as the administrator of the office. She now focuses on helping individuals with their Medicare and under 65 Health Insurance needs.

Before joining Health & Wealth Advisors Sean worked at Paychex as a commercial insurance agent for 8 years with a focus on insurance solutions for small and medium sized businesses. Sean leads our property and casualty division which providing full insurance needs assessments, review of your current policy, and quotes from multiple insurance carriers. Call or schedule an in person one on one meeting.

Rosie Fiorillo has over 24 years of experience in the healthcare industry, bringing a wealth of knowledge and expertise to her role as a Medicare agent. In recent years, Rosie has also dedicated time to education, where she has further developed her skills in guiding and supporting others. Her deep understanding of healthcare, combined with her passion for helping people, makes her an invaluable resource for those navigating their Medicare options.

Michele has dedicated 30 years to the field of education, making a significant impact on countless lives. As a Medicare agent, she brings that same commitment to supporting individuals in making informed decisions about their Medicare needs. Her passion for helping others remains at the core of her work, where she strives to guide individuals toward healthier and more secure futures. Michele is eager to meet and assist others and continue making a difference in their lives.

Dave brings close to 30 years of experience in the medical field working as a pharmaceutical representative. He has earned a reputation for being both trustworthy and personable. His focus as a Medicare agent is working with individuals and helping them with their Medicare needs. Known for his outgoing personality, Dave is eager to connect with new people and continue making a positive impact in their lives.

My expertise is focused on delivering specialized advice and exceptional service to clients navigating complex insurance landscapes, ensuring customized guidance and support. Thus, making a meaningful impact and fostering transformative solutions in the Medicare Health insurance industry in New York and Florida. Licensed over three decades, including licenses in Life & Health and Property & Casualty since 1985 I measure success by repeat business and referrals.

Since 2000, I have called Spencerport, New York my home, and I am a proud alumnus of Medina High School. I’ve been the Corporate Broker Owner of Home Choice Realty, Inc. since 2006. When not working, you can find me spending quality time with my family, walking, hiking, or horseback riding. I am also deeply committed to The Guardians Of Hope and the Senior Fellowship at Calvary Chapel Westside.