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

 

wsb-2014-e1426085872556.jpg

WithumSmith+Bgrid-x grid-padding-xn, PC
New Brunswick, NJ
ERISA Audit and Fiduciary Compliance
Mr. David Dacey, Partner/Practice Leader

 

wsb-2014-e1426085872556.jpg

 

Scarinci Hollenbeck
Lyndhurst, NJ
ERISA Compliance
Mr. Gary Young, Partner

 

wsb-2014-e1426085872556.jpg

Odyssey Advisors
Colchester, CT
ERISA Compliance
Parker E. Elmore, President & CEO


Tax Planning

 

wsb-2014-e1426085872556.jpg

Ross, Anglim, Angelini & Co., LLP
Watchung, NJ
Personal & Corporate Tax Planning
Mr. Jeff Weinstein, Partner


Investment Management

 

wsb-2014-e1426085872556.jpg

 

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

 

wsb-2014-e1426085872556.jpg

Sherman Wells
Florham Park, NJ
Estate Planning/Trust Preparation
Ms. Sandra Sherman, Partner


Insurance Planning/Employee Benefits

 

wsb-2014-e1426085872556.jpg

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