Affiliated Firms

 

Livingston, NJ | Investment Management and Financial Planning

Granite Bridge Wealth Management

Brian Diffily and Brian Hartmann

Charelston, SC- opening soon

973-559-5995

This email address is being protected from spambots. You need JavaScript enabled to view it.

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

www.clientfocusedadvisors.com

Donato Financial Group

Donato Financial Group, LLC

Nicholas Donato, Jr.
53-55 Broadway, Suite 53B
Park Ridge, NJ 07656
201-505-0500
donatofg.com

Generation III Solutions

Joseph J. Haas, III
1790 Yardley-Langhorne Rd
Heston Hall, Carriage House, Suite 202
Yardley, PA 19067
267-685-2246
generationiii.net

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
119 Maple Avenue, Suite 302
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
This email address is being protected from spambots. You need JavaScript enabled to view it.

Jennifer M. Keck

MSF, MBA, CFP®
Investment Advisor Representative
Phone: 574-273-5665 ext 320
This email address is being protected from spambots. You need JavaScript enabled to view it.

Rex A. Sallak

LUTC, FSS
Investment Advisor Representative
Phone: 574-544-0045, ext. 452
This email address is being protected from spambots. You need JavaScript enabled to view it.
 
 
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

This email address is being protected from spambots. You need JavaScript enabled to view it.

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

 

 

 

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Company Info

Main Office
290 West Mount Pleasant Avenue
Suite 2300, Livingston, NJ 07039
Phone: 973-994-0100
Toll Free: 800-933-7344
Fax: 973-994-2986

Office Locations