Affiliated Firms
Granite Bridge Wealth Management
Brian Diffily and Brian Hartmann
Charelston, SC- opening soon
973-559-5995
SayHello@GraniteBridgeWealth.com
Benefit Concepts, Inc.
Barrett Boychuck
109 N. Haddon Avenue
Haddonfield, NJ 08033
856-427-0020
www.bencpts.com
ClientFocused Advisors
New York City Office:
347 5th Ave Suite 606
New York City, NY 10016
Florida Office:
Jason R. Hill, FSS
2799 NW 2nd Avenue, Suite 105
Boca Raton, FL 33431
212-573-5564
Long Island Office:
Matthew Hill
191 New York Ave, 2nd Floor
Huntington, NY 11743
516-280-7188
Long Island Office:
William Phillips
24 East Park Ave 2nd Floor
Long Beach, NY 11561
516-280-7177
Donato Financial Group, LLC
Nicholas Donato, Jr.
53-55 Broadway, Suite 53B
Park Ridge, NJ 07656
201-505-0500
donatofg.com
Headquarters Financial Group, Inc.
Kevin Lanahan
One Cattano Avenue, Suite 10
Morristown, NJ 07960
800-763-0301 x15 www.headquartersfinancialgroup.com
Two River Financial
Douglas Niosi
34 Shrewsbury Avenue, Suite 1B
Red Bank, NJ 07701
732-383-7567
www.tworiverfinancial.com
Strategic Wealth & Legacy Advisors
13400 Bishops Lane, Ste.150
Brookfield, WI 53005
Phone:
James R Wisniewski 262-955-1500
Christopher B Jones 262-955-1518
Yvonne York 262-955-1512
Fax: 262-784-0264
Clarity Financial Partners
3740 Edison Lakes Parkway
Mishawaka, IN 46545
574-544-0045
Anthony J. Mudd
LUTCF, AIF®
Investment Advisor Representative
Phone: 574-273-5665 ext 329
tmudd@clarity-fp.com
Jennifer M. Keck
MSF, MBA, CFP®
Investment Advisor Representative
Phone: 574-273-5665 ext 320
jkeck@clarity-fp.com
Rex A. Sallak
LUTC, FSS
Investment Advisor Representative
Phone: 574-544-0045, ext. 452
William Dorsch
Financial Representative
Phone: 574-273-5665
Nathan Fisher
Neoni Wealth Strategies
Chris Spencer
290 West Mt Pleasant Ave
Suite 2300
Livingston, NJ 07039
Phone | (201) 755 4991
Fax | (973) 994 2986
OTHER SERVICES
Acorn Benefits, LLC
Daniel Keenan
30 Washington Avenue, Suite B-5
Haddonfield, NJ 08033
856-427-0022
www.acornbenefitsllc.com
