My Firm

My Team is dedicated to providing you with complete financial solutions, specifically focused on building long-term relationships with individuals, employees, and business owners to achieve financial security.

With offices in New Jersey, Pennsylvania and New York, we are one of the largest financial services firms in New Jersey. We have over 170 dedicated Financial Professionals and Advisors conveniently located throughout the tri-state area. Our team approach provides you with an integrated and customized solution to help you fulfill all your financial goals and objectives.

You benefit from the commitment, expertise and personal focus of our team, combined with financial strength, stability and industry leading solutions. We are dedicated to maintaining the highest standards of ethics, compliance, customer service, financial education and industry expertise.

A Holistic Approach

We offer comprehensive financial services & products that empower our clients to improve their long-term financial situation and reach their lifetime goals and dreams. As a client, you have access to a full line of insurance and investment products from many well-known financial companies. Unlike companies that offer “standardized” solutions to complex problems, we first listen to you and then think objectively in terms of how to best meet your specific needs. We then work within your existing financial program and partner with other professional advisors to develop strategies and solutions that help you achieve your goals.