Partners of First York:
ted polci and ted warburton
First York's outstanding track record in estate planning and insurance is only one part of what inspires confidence in this exceptional company.
• First York has a 25-year-plus track record of creating cost efficient and tax effective strategies for wealthy individuals.
• The partners have a combined total of more than 80 years of real-life business experience — providing strategic advice solidly based on the accumulated knowledge of a lifetime, not on theory.
• Each client presents a unique situation — the partners can then use their experience and credibility with the industry to create a product or solution designed specifically for that circumstance.
• First York has its own business succession plan in place to guarantee a smooth transition for clients.
• With First York, you can be confident that the people important to you will continue to have the professional succession and insurance advice they need as they continue the business forward.