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9th Wonder Financial

Addressing Life's Financial Challenges

Our Vision

Whatever happened to the term “Golden Years?”  9th Wonder Financial believes that with proper research and planning, individuals, families, and business owners should be able to have their hard work, sacrifice, and savings adequately provide for them later in life.  It is human nature to address our hierarchy of needs, ensuring we do what we can to provide for today’s financial concerns.  Unfortunately, due to lack of resources, informed research, lack of prioritization, and planning people may forego preparation for tomorrow’s financial realities, which include:  

🔹403b & 457b viable options

🔹Long term care needs (the most underestimated expense during retirement planning)

🔹Having available monies for chronic, critical, and/or terminal illness needs

🔹Burial expenses

🔹Loved ones left behind to pay bills

🔹Providing a survivor’s income

🔹Unpaid taxes and debts

🔹Retirement savings and growth with minimal risk

🔹Financial liquidity for emergencies

🔹Safe and guaranteed retirement income that won’t be outlived

🔹Protection from unknown future tax rates

🔹College savings for the child or grandchild in your life

🔹Protection for business ‘key person’

🔹Premium Financing

We strive to provide each and every client with straight forward, caring service, and products tailored to meet your specific needs and wants. We are here to help you, whether you are planning for your child’s education expenses, providing for your “Golden Years,” or easing any burden on your loved ones with your final expense preparations. We are confident that your research and subsequent actions will provide the peace of mind each one of us deserves after a lifetime of hard work and sacrifice.  Thank you for taking the time to visit our site.

Our Services

Military Families

Take control of your finances, supplement your military pension, and learn about career employment opportunities for spouses and retirees.

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State Retirements

Take control of your retirement plan today… and retire with peace of mind tomorrow.

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Life Insurance & Annuities

Today’s most relevant solutions for life’s financial challenges: living benefits, college savings, mortgage protection, retirement income, final expense needs and legacies.

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Business Owners

Protect your business through the development of a strategic retirement plan, succession plan, and/or key person coverage.

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Our Providers

Carriers

Our Team

Director of Marketing and Technology. Licensed Agent. Created and trademarked the 9th Wonder brand and program. Responsible for business planning, marketing/leads, technology infrastructure and compliance
Larry DicksteinCo-Founder
Larry Dickstein
Co-Founder and National Director of Sales. Award winning agent. Manages agent training programs, agency/team development. Responsible for business planning and attainment of 9th Wonder performance goals and objectives.
Julio AlvarezCo-Founder
Julio Alvarez
Licensed agent with vast experience in life and health insurance – expertise in Medicare. Responsibilities include recruiting and building 9th Wonder teams in the NY/CT/ Northern NJ region.
Alfredo SantanaNY/CT/Northern NJ Sales Director
Alfredo Santana
Award winning agent –Top 10 agent nationally for Mutual of Omaha. Responsibilities include recruiting and building 9th Wonder teams in the Southern NJ/Eastern PA region.
Tarek LasheenSouthern NJ/Eastern PA Sales Director
Tarek Lasheen
Award winning agent. Responsibilities include recruiting and building 9th Wonder teams in the Newark/Central NJ region.
Errol EnglishNewark/Central NJ Sales Director
Errol English
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Customers reviews

What Our Agents Have to Say

"With 36 years in the insurance industry I rarely come across a true ‘Agent’s Company’. Their training programs, technology and wide breadth of experts and support really surround dozens of companies and products. So glad 9th Wonder Financial is a part of my story and I am a part of 9th Wonder Financial’ story."
MELVIN
MELVINInsurance Agent
"Best IMO in the insurance industry. Honest values with a key focus on profitability for agents and agencies. Strong corporate support and superior leadership."



ALFREDO SANTANA
ALFREDO SANTANANY/CT/Northern NJ Sales Director
"9th Wonder Financial has changed my life and helped me walk away from corporate America without blinking an eye. I couldn’t imagine myself being partnered with any other organization. 9th Wonder Financial is truly “The Agents’ Company.” Let’s keep winning, and Let’s keep growing!"

TAREK LASHEEN
TAREK LASHEENSouthern NJ/Eastern PA Sales Director

What Our Agents Have to Say

“I worked hard to earn pensions from the military, as well as from education. I knew that I would retire comfortably, but I still realized that I needed a post-tax solution, that I owned myself; something that was impervious to the control of public agencies. Dr. Lustig was very insightful and well-prepared, as he listened to my situation and succinct need. He pulled information from me – and never pushed a product. That’s what really impressed me the most.”
Ron K., Colonel (USA, Retired), Nine Mile Falls, WA
“As a school police officer, I have great benefits and a strong state retirement plan. I always liked the idea of having an additional stream of retirement income – something I owned and can bring anywhere. Ron took the time to listen to my situation. He made one suggestion and asked me to do my own research on it. A few days later, I circled back, and what Ron suggested made total sense. I have now known him for over ten years, and I appreciate his help. Based on his “way” of working with me, I didn’t hesitate to recommend friends and family to him.”
Eric M.Henderson, NV
“I’m a single parent and I don’t make a lot of money. I was recommended to Ron by a relative, and I was kind of nervous…I don’t really know much about this stuff. Ron was pleasant and patient and took the time to paint a big picture of finances and being prepared for things. I needed to be covered, especially having a child, and all. For very little money a month, I feel I have some peace should anything happen to me. For me, it’s all about taking care of myself so I can take care of my baby.”
J. BBlairstown, NJ
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+1 (914) 207-6283
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