P: (610) 213-5201
Ilona Brandt-Tom provides personal insurance and investment services. She specializes in disability insurance for physicians with expertise in reviewing disability insurance contracts and structuring supplemental disability insurance for W-2 physicians in medical groups and hospitals.
Ilona also offers her clients life insurance for family protection, business continuity and estate planning. She structures investments using mutual funds and managed money or advisory to build a diverse range of portfolios. Overall risk management and asset protection can help to minimize unwanted consequences.
While physicians generally are concerned about accumulating wealth, most do not have the background in either insurance or mutual fund investments because the financial details of being a doctor is not taught in medical school. This makes it difficult for physicians to select a disability or life insurance policy, or understand risks associated with investments.
Ilona's work with physicians spans 25 years, blending her previous experience in science and biochemistry to attune herself to a physician's professional and personal demands. Her goal is to enhance the financial health and security of physicians throughout the United States.
Registered Representative and Financial Advisor of Park Avenue Securities. Financial Representative of Guardian®. CA Insurance License Number - 0F43884.