Broker Check

About Us

Chaim Ekstein was born in Manhattan into a traditional Jewish New York community. He has owned an insurance practice since 1999, receiving his Certified Financial Planner™ certificate in 2005. Currently, Ekstein is providing range of finance related services. From insurance management, to private consultation, we have got you covered.

Ekstein identified his own unique talent as motivating and empowering others to live by the Total Wealth Formula, which inspired him to write his first book and become a speaker on the topic. The book doesn’t only talk about the wealth plan and finance management but also how comfort zone in an individual’s life can hold him back from tapping into the world of possibilities. “If you ever want to leave your prison, step number one is to identify it,” said Ekstein. The book helps readers take a deep-dive into their inner happiness — first, to discover their own prisons and then goes on to map-out a course of necessary steps that will result in positive life-changes.

After starting Insurance Services in 1998, Chaim failed many times before he could get down to the reason of his failures. One fine day, he had a chance to witness the beautiful advice by Bob Proctor – “You were born rich”. That day he realized that he needs to get out of all the excuses he has been given and reach to the pinnacle of his career. Now, he has become one of the best in town when it comes to insurance audit, or private consultation. Moreover, one of his agendas is to play a part into the lives of the people who are struggling like he did initially. So he regularly shoots podcasts, helps people with consultation, and provides mentorship..

Have a Question?

Thank you!