We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
LPL Financial Planner
Michael obtained his Bachelors in Sciences degree from Montclair State University (MSU) in 1984 with concentrations in Business Management and Industrial Studies. Prior to graduation from MSU Michael was selected to attend Officer...
Betelgeuse Niles, RP®
Branch Operations/Administrative Manager
Betelgeuse obtained her Bachelor of Arts degree from Columbia College with concentrations in Business Administration, Accounting and Financial Services Management. She began her career in Financial Services at a local community bank in...
Catherine Barbier has worked in the financial services industry, as a full time consultant, since 1998, and started working part-time with her father's CPA firm in 1994, where she learned how to shelter income, preserve assets,...
Roy Nazaroff has been in the financial services industry since 1998 and is licensed to sell insurance in New Jersey and New York. Through LPL, he also holds various securities registrations including the Series 63, Series 65, and...