About Us

Hi, I’m Joseph Roberts – though you might know me better through my work at The NYDAG Group. For over twenty years, I’ve immersed myself in the insurance and financial services industry, helping individuals, families, and businesses navigate everything from tax planning to complex risk strategies.

I founded The NYDAG Group in Vernon, New York, as a full-service accounting and insurance firm designed to make financial clarity and reliable coverage accessible to all. Over the years, we’ve grown to offer everything from health and life insurance to tax return preparation, homeowners’ coverage, disability plans, and even crop and marine insurance.

Before founding the firm, I held senior roles at some of the biggest names in the industry. I was a partner in the M&A and Transaction Solutions Practice at Willis Towers Watson, where I advised corporate risk and private equity clients. Prior to that, I spent more than a decade with Aon as a senior vice president, specializing in financial and transactional risks.

I stepped into a new chapter with NFP, an Aon company, as a senior vice president in the Property and Casualty division. My work there focuses on helping clients manage risk through IPOs, acquisitions, and business transitions especially in the private equity and commercial sectors of the Northeast.

I’ve earned dual MBAs from Columbia Business School and London Business School, and I proudly serve on the advisory board for Columbia’s Private Equity Program. But more than any credential, I’ve always believed in sharing practical, honest guidance with the people I serve.

That’s why, starting in 2025, I began writing a new kind of blog – one focused on personal product analysis and first-hand usage reviews. After spending years helping clients make informed financial decisions, I realized how much the same principles apply to everyday purchases. My blog now bridges those worlds: offering clear, experience-based insight into products that people use every day – whether it’s insurance tools, financial software, or lifestyle essentials.

Author Profile

Avatar
Joseph Roberts
Hi, I’m Joseph Roberts though you might know me better through my work at The NYDAG Group. For over twenty years, I’ve immersed myself in the insurance and financial services industry, helping individuals, families, and businesses navigate everything from tax planning to complex risk strategies. I founded The NYDAG Group in Vernon, New York, as a full-service accounting and insurance firm designed to make financial clarity and reliable coverage accessible to all.

That’s why, starting in 2025, I began writing a new kind of blog, one focused on personal product analysis and first-hand usage reviews. After spending years helping clients make informed financial decisions, I realized how much the same principles apply to everyday purchases. My blog now bridges those worlds: offering clear, experience-based insight into products that people use every day whether it's insurance tools, financial software, or lifestyle essentials.
Latest entries