Additional Access

In order for us to provide an extremely high level of service to our clients, we need strategic advisors to assist us with complicated issues in specific parts of your overall plan. Our job is to provide total management of the project and when necessary, to use either your existing advisors or ones that we have worked with in the past to coordinate you plan. This may include attorneys, CPA’s, various insurance specialists, and many other advisors. Here are some of the advisors we work with on a regular basis.

Certified Public Accountants

Matheson and Associates, LLC
M&K Rosenfarb LLC
ZBT
 


Law Firms

Coughlin Duffy LLP
Donahue, Hagan, Klein, Newsome and O'Donnell
Orloff Lowenback Stifelman and Siegel
 


Employee Benefits

Solid Benefit Guidance
Tarpey Group
 


Retirement Plan Specialists

Ask CAI
Gouldin and McCarthy, LLC
 


Life Insurance and Wealth Strategies

Drake Consulting Group, LLC
 


Mortgages

Wells Fargo
New Jersey Lenders Corp


Property and Casualty Insurance

Richards Associates
 


Marketing and Communication

APV Communications
 

Company Retirement Plans

APV Communications
APV Communications
APV Communications
APV Communications
APV Communications
APV Communications
APV Communications

Contact Us

305 West Main Street
Boonton, NJ 07005
TEL. 973-439-1190
FAX. 973-588-4880