Jon Schlueter

President/CEO

Jon Schlueter is an esteemed financial and insurance advisor with an impressive career spanning over three decades in the bustling financial landscape of New York. His journey from humble beginnings on the picturesque shores of Long Island to becoming a trusted expert in the finance and insurance sector is a testament to his unwavering dedication, lifelong commitment to learning, and deep-rooted values.

With over 30 years of experience, Jon Schlueter has become a prominent figure in the industry. His distinguished career is further underscored by his impressive designations, including Certified Financial Fiduciary (CFF), Registered Financial Consultant (RFC), and Certified Long-Term Care Specialist (CLTC). These certifications exemplify Jon's relentless pursuit of excellence and his commitment to staying at the forefront of industry standards and best practices.

As a member of the prestigious Million Dollar Round Table (MDRT), Jon is part of an elite group of professionals who have consistently demonstrated exceptional performance and expertise in the financial and insurance arena. This membership not only showcases his outstanding achievements but also his dedication to providing the highest level of service to his clients.  Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only until lifetime membership is achieved after 10 years; otherwise, all members must apply every year to continue their affiliation with the Million Dollar Round Table.

Jon's expertise in financial planning and insurance solutions has made him a trusted advisor to a diverse clientele. Whether it's retirement planning, risk management, or long-term care strategies, Jon's personalized approach and in-depth knowledge have consistently delivered exceptional results for his clients.

Beyond his thriving career, Jon is a devoted husband and loving father of two children. His family serves as the cornerstone of his life and is a constant source of motivation and support.

In his free time, Jon Schlueter has cultivated a passion for car detailing and lawn care. These hobbies provide him with a welcome respite from the complexities of the financial world, allowing him to find balance and relaxation in meticulous attention to detail and the nurturing of green spaces.

Jon's commitment to his clients, his family, and his personal interests demonstrates a remarkable balance of professionalism, dedication, and a zest for life. His journey from Long Island to the heart of the financial industry in New York is an inspiring testament to the power of hard work, continuous learning, and the pursuit of one's passions. Jon Schlueter is not only a financial and insurance advisor of unparalleled expertise but also a well-rounded individual who enriches both his professional and personal spheres.

Phone 877-377-4420
Fax 631-265-0588
Mobile Phone 516-220-8373
E-mail