We have developed relationships with many leading professional firms in the financial planning arena.
These professionals work with us in developing financial plans, analyzing 401(k) plans and in performing investment analysis for our clients.
Retirement Plan Consulting
New Brunswick, NJ
ERISA Audit and Fiduciary Compliance
Mr. David Dacey, Partner/Practice Leader
Mr. Gary Young, Partner
Parker E. Elmore, President & CEO
Ross, Anglim, Angelini & Co., LLP
Personal & Corporate Tax Planning
Mr. Jeff Weinstein, Partner
Fidelity Institutional Wealth Services
Personal Client Account Custodian
APW Capital, Inc.
Mr. Timothy L. Smith, CFP, President
Estate and Trust Planning/Drafting
Florham Park, NJ
Estate Planning/Trust Preparation
Ms. Sandra Sherman, Partner
Insurance Planning/Employee Benefits
East Main Street Advisors, LLC
Employee Benefits, Life Insurance Planning, Executive Benefit Planning, and Long Term Care Planning
Mr. Thomas McEvoy
Mr. Michael Minton