Planning Partners
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
WithumSmith+Brown, PC
New Brunswick, NJ
ERISA Audit and Fiduciary Compliance
Mr. David Dacey, Partner/Practice Leader
Scarinci Hollenbeck
Lyndhurst, NJ
ERISA Compliance
Mr. Gary Young, Partner
Odyssey Advisors
Colchester, CT
ERISA Compliance
Parker E. Elmore, President & CEO
Tax Planning
Ross, Anglim, Angelini & Co., LLP
Watchung, NJ
Personal & Corporate Tax Planning
Mr. Jeff Weinstein, Partner
Investment Management
Fidelity Institutional Wealth Services
Boston, MA
Personal Client Account Custodian
APW Capital, Inc.
Dover, NJ
Broker Dealer
Mr. Timothy L. Smith, CFP, President
Estate and Trust Planning/Drafting
Sherman Wells
Florham Park, NJ
Estate Planning/Trust Preparation
Ms. Sandra Sherman, Partner
Insurance Planning/Employee Benefits
East Main Street Advisors, LLC
Manasquan, NJ
Employee Benefits, Life Insurance Planning, Executive Benefit Planning, and Long Term Care Planning
Mr. Thomas McEvoy
Mr. Michael Minton
