Established in 1988 our Firm has been servicing clients for over 30 years. We Wealth Management that specializes in Consumer and Small Business services.

Our company was founded upon principles that place the utmost value on our clients’ financial goals and objectives. We’re in the business of building long term, solid relationships that are based upon trust and quality client service.

Our staff is comprised of experienced professionals with a “hands-on” approach to investment planning. They are dedicated to providing the sound guidance and customer care that is required to help our clients meet their financial goals.

If you have any questions or would like to meet to discuss your financial goals, please contact us.

Thank you for exploring our Website and becoming acquainted with us.

Mission Statement: To Provide Quality, Timely and Affordable Service to our valued clients. Established in 1988, we have a wealth of experience and resources that are made available to clients of the firm.

Services:

• Registered Representative with Cetera Financial Specialists LLC
  
  • Currently hold the following Securities Registrations: Series 6, 24, 62, 63 and 65
    
  • Registered to sell securities in GA, NJ, NY, SC, AL
• Investment Adviser Representative with Cetera Investment Advisers LLC
  
• Licensed Insurance Producer Personal Lines
  
• Bachelors Of Science in Management Science And Accounting; Kean University
  
• Licensed Real Estate Broker/Owner With E&J Realty Group, Inc.
  
• Certified International Property Specialist
• Notary Public (State of New Jersey)

Professional Organization:

• Roselle Chamber Of Commerce
  
• National Association Of Realtors
  
• NJ Association Of Realtors
  
• Greater Union County Association of Realtors

Social/Civic:

• Roselle Zoning Board (1998-2000)
  
• Roselle Planning Board (Alt) (1998-2000)
  
• Coach Roselle Soccer (2000-2010) - (U8 League)
  

Awards:

• Dedication to Duty Award Internal Revenue Service
  
• Certificate Of Achievement (Cash Award) Internal Revenue Service
  
• Certificate For Most 7% Listings Weichert Realtors