About US

The Hotaling Group is a full service insurance brokerage firm with over twenty years of experience. We strive to understand our client’s personal and professional goals and desires and then do an extensive review and evaluate their current insurance policies and programs. Our scope of products include life, health, disability, long term care, property and casualty (P&C), and title.

WHO WE ARE

Over the years, our clients have entrusted us to work with them and their financial management teams in order to provide insurance and estate planning solutions that are strategically tailored to meet their financial and psychological objectives. It is for this reason that our clients are typically high net worth individuals, families, or well-established professionals that are looking for personalized expert advice. Most recently our platform has grown to include young, globally minded entrepreneurs seeking flexibility in their wealth planning.

OUR STRATEGY

The estate planning process involves the multifaceted interaction of many financial and legal instruments, all weighing against a client’s needs and objectives. In response, The Hotaling Group has a turnkey methodology of organizing, analyzing, and simplifying our clients’ information into a comprehensive and concise Estate Plan Portfolio which accurately depicts their current situation.

 

The information within the Estate Plan Portfolio is then evaluated in coordination with our clients’ tax, financial and legal teams in order to ensure that any planning concepts are seamlessly integrated into their overall financial landscape. Since this process enables The Hotaling Group to more prudently advise our clients, there is no added fee for the completion of the Estate Plan Portfolio.

ANALYZE

Working in close proximity with our clients’ tax, financial and legal teams ensures that a comprehensive analysis is completed prior to implementing any strategies. Technical modeling is performed to provide a visual representation of how estate decisions will affect the overall financial picture as well as their impact on family members and charities.

EXECUTE

Once a client’s objectives are clearly defined and a client is informed of their available planning options and the implications thereof, The Hotaling Group executes clear strategies in partnership with the client’s advisory team.

MONITOR

It is only through diligent and focused ongoing service that a client’s goals are ultimately achieved. The Hotaling Group conducts annual client review meetings to ensure that all implemented strategies remain in legal compliance and aligned with a client’s evolving objectives.

OUR ADVISORY PROCESS

Discovery
Discovery

Fact find and perform cursory review of client’s objectives

Discovery
Assessment

We partner with the client’s current advisory team in order to ensure that any and all planning strategies work in coordination with that client’s financial landscape and objectives

Discovery
Presentation

We present our client’s with our findings based upon their personal objectives

Discovery
Implementation

The selected plan is implemented in concert with the client’s advisory team

Discovery
Annual Review

The implemented plan is monitored in order to ensure that it remains in compliance and aligned with a client’s evolving objectives

“I have worked with Bobby Hotaling and his group for over 15 years, almost on a daily basis. Bobby’s attention to detail, client service, and responsiveness is unmatched in my experience. I recommend him wholeheartedly and without reservation.”

Mark Seelig, Co-Founder & Managing Partner, Meister, Seelig & Fein LLP.

LIFE INSURANCE
Life insurance is a versatile tool which can be used to protect your family and enhance your overall financial portfolio. Our team of life insurance specialists will conduct a full audit/evaluation of your financial needs (personal and/or professional) to determine how to create an individualized strategy for you.
RETIREMENT PLANNING
Any age is the right age for Retirement Planning. The age you start does change how you should be planning for your future years. The Hotaling Group will help create a strategy that is best suited to our clients individual retirement goals.
TAX MITIGATION
We work with a Tax Strategist to help our clients receive the maximum benefit on many powerful Federal and State government sponsored tax credit and incentive programs.
TITLE INSURANCE
Working closely with Clients and Real Estate Attorneys The Hotaling Group Title Insurance team, will put a policy in place that will protect against any inaccuracies against your newly purchased home or property due to older documents surfacing, fraud or forgery.  Title insurance will pay for the cost of “perfecting” your title rights or provide compensation if you lose the property altogether.
DISABILITY INSURANCE
Your most valuable asset is not your house or car,  it is your ability to provide for yourself.  Disability insurance pays a portion of your income if you cannot work for an extended period due to injury or illness.
PROPERTY & CASUALTY INSURANCE
Hotaling Property & Casualty’s 3-point hybrid service plan offers a customized Insurance Program Design; In-house 24-hour claims adjusters who respond when needed the most; Preventative Risk Management strategies designed to minimize loss potential, drive continuous operational improvements and reduce your total insurance costs. Click here for more information.
PEO
Professional Employer Organization, is a business entity that provides human resources outsourcing services to client companies through the use of a co-employment relationship. Our partner PEO’s will provide payroll and employee benefits products, as well as onboarding and post employment services to your staff. As a member of a PEO, you transfer all your employer responsibilities to the PEO company.
LONG TERM CARE
Long Term Care is not just for the elderly. Around 40% of those receiving long term care are between the ages of 18 and 64.  An insurance product can help plan for the unforeseen.  The Hotaling Group will review with you and your family some of the factors and benefits of Long Term Care.
EMPLOYEE BENEFITS
Basic employee benefits include Healthcare, Dental & Vision. Most benefit packages also include group life insurance and short & long-term disability coverage's. The offering can be expanded to provide many voluntary work-site products such as; critical Illness, accident, cancer and other specialized insurance products.
INTERNATIONAL LIFE INSURANCE
The Hotaling Group empowers U.S. expatriates (expats) and non-U.S. citizens to understand how they can meet and exceed their financial goals.
SPORTS & ENTERTAINMENT INSURANCE SERVICES
Risks and exposures in the Sports & Entertainment industry are as diverse as the companies and the people in it. Whether it’s specialized insurance for a team, league or individual athlete; protection for your production equipment against catastrophic damage, loss of revenue, talent issues – even Acts of God – we have you covered!
PENSION MAXIMIZATION
The Hotaling Group will show you the best way to help you gain death benefit protection while offering an opportunity to maximize pension benefits. Our team can help with Life Only or Joint and Survivor options.
“Dan DiLella has been my go-to source for advanced insurance strategies for significant clients for years.”

– Larry A.Turner, CT&W.

Our Team

The Hotaling Group has been able to build and maintain a diverse client base thanks to our focus on customer service and satisfaction, diligence in every aspect of our work, and dedication to forming strong relationships with all of our clients. Our ultimate goal is to find the best product (s) for each client’s needs – at the best price.

Bobby Hotaling

The Hotaling Group

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Gina Fini

The Hotaling Title Agency

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Jeff Gallo

The Hotaling Gallo Group

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Gabby Dieppa

CIC Hotaling Insurance Services

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Neil Verdeja

CIC Hotaling Insurance Services

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Dan Dilella

DiLella Hotaling Insurance Services
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Michael Hotaling

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Alexa Hotaling

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Amber Hotaling

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Darcy Alix-Becerril

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Jason Cavallo

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Karen Spressert

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Kymbra Lier

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Thien Costanzo

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Frank Mosono

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Chrystal Martinez

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Rich Vazquez

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Erika Rudnick

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Raymond Cook

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Michael Abbondanza

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Rene Alvarez

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Fahad Bashir

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Thomas Barbaccia

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Michael Blumberg

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Bill Cummings

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Chris Dibiaso

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Johnson Emerson

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Michael Engelhart

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Louis Fata

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Brian Flanagan

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Dylan Hader

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Salomon Iskhakov

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Annabelle Lastre

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Nicolas Lopez-Jenkins

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Xavier Maynoldi

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Frank Morizio

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Bill Murphy

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Michael Palagonia

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Nicole Perrotta

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Thomas “TJ” Riley

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Jake Schuster

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Byron Whitaker

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Marisa Amorelli

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Lori Balcuk

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Audrey Barrett

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Katie Casale

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Vinny Horvath

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Katie McAloney

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Gina Mason

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Yasmine Jaber

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Chandra Iglesias

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Candelisa Quiroga

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Joanna Swiderska

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Thien Costanzo

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Frank Mosono

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Jill Rose

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Cheryl Jenkins

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Ray Campuzano

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Mitchell Mastry

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Jaclyn Sullivan

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Amber Martino

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Fara Diaz

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“Bobby was able to do what a friend and insurance agent of 20 years couldn’t find a way to do. I respect him as a businessman and can now also call him a friend of mine and my family’s”

– Al Palagonia, Founder, Apollo Jets.

      Headquarters
      • 125 Park Avenue | Suite 1607 | New York | NY 10017
      • 800.987.1811
      • info@hgfin.net

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      Poughkeepsie
      • 15 Davis Avenue │ Poughkeepsie | NY 12603
      • 845.454.8363
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      LONG ISLAND
      • 105 Maxess Road | Suite S218 | Melville | NY 11747
      • 516.344.6900
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      Houston
      • 12 Greenway Plaza│ Suite 1100 | Houston | TX 77046
      • 713.940.0602
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      Miami
      • 2103 Coral Way | Suite 603 | Miami | FL 33145
      • 305.393.8981
      • info@hgfin.net

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