Join or Login for Access

SL advisors Listing
Financial Advisor   

$190MM AUM | $1.2MM GDC in Woodbridge, NJ

Member Level
Premier
Last Activity
this month

Business Mix:

55% Comm
45% Fee

General

Location
Woodbridge, NJ, US
12 Month Gross Revenue
$1,200,000
Number of Accounts
900
Avg Client Age
58

Overview

Our team's combined experience, credentials and knowledge of a wide-range of products and services allow our firm to provide top-quality, cost-effective financial strategies that are designed to help our clients realize their financial goals.

Whether it's developing a fee-based financial plan, creating a customized executive benefits program for a business, implementing a needs-based insurance strategy or preparing a detailed asset allocation analysis, our mission is simple: to provide innovative and practical financial programs for our valued clients.

Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.

We look forward to helping you take control of your financial future.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging