Helpful Websites

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
 
 
 
 

Law Firms

Coughlin Duffy LLP
Donahue, Hagan, Klein, Newsome and O'Donnell
 
 
 

Employee Benefits

Solid Benefit Guidance
Tarpey Group
 
 
 
 

Mortgages

Wells Fargo
New Jersey Lenders Corp
 
 

Medicare

Contact Us

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