Short Business Description
Wealth management, retirement planning, college planning, insurance planning and estate planning. Income tax preparation available.
Long Business Description

As a financial advisor, I have had the privilege of helping business owners, families and individuals realize their personal financial dreams.
I employ an integrated, holistic approach to planning, encompassing not only investment, retirement, insurance and education planning, but tax and estate planning as well. In my financial planning practice, my objective is to provide my clients with the information they need to make sound financial decisions and achieve a secure financial future. I seek to build long-term relationships with my clients based on great chemistry and mutual understanding, along with the utmost integrity and trust.
I specialize in:
• Retirement Planning and Income Strategies
• Investments
• Tax Planning Strategies
• Insurance
• Saving for Education
• Estate Planning Strategies


Contact Information
Business Website Address: https://www.hackensackchamber.org/business-directory/142859//