Windsor Financial Group

Primerica is a financial services company dedicated to helping middle-income families achieve financial independence through education and tailored financial solutions. With over 48 years of experience, the company empowers individuals to make informed financial choices with offerings that include term life insurance, investments, and debt solutions. The firm adopts a people-first philosophy, ensuring that its licensed representatives, who come from diverse backgrounds, understand and address the unique financial needs of their clients. Primerica's commitment to excellence has been recognized through various awards, including being named the #1 Most Trusted Life Insurance Company in 2022 by Investor's Business Daily. Generated from the website

Juan Feliz is a Licensed Financial Representative with Primerica serving NEW YORK and its surrounding areas.

Wharton Equity Partners, a New York City-based investment firm established in 1987, specializes in real estate investment and capital preservation. The firm, rooted in real estate development and operation, demonstrates a keen ability to anticipate economic trends and capitalize on emerging opportunities across various business cycles. Their family of wholly-owned businesses includes platforms for industrial, digital, urban, hospitality, and residential real estate, offering expertise in venture capital investing as well. Driven by a visionary outlook, Wharton Equity Partners leverages over 40 years of experience to identify forward-looking opportunities that align with global trends. The firm's leadership, led by Chairman Peter C. Lewis, comprises a seasoned team of professionals with a successful track record in managing capital for investors. With a focus on diverse investment strategies, Wharton Equity excels in areas such as warehouse/distribution, data centers, urban development, hospitality, and multifamily residential projects. Known for their strategic investments and innovative approach, Wharton Equity Partners has been involved in notable projects such as the acquisition and development of mixed-use properties in Miami, luxury hotels in Miami and Lexington, and multifamily developments in high-growth markets like Nashville and Savannah. With a commitment to delivering superior returns and a focus on anticipating market shifts, Wharton Equity Partners continues to set a benchmark in the real estate investment landscape. Generated from the website content