Overview

I own a Fee based business that works primarily with retirement age families and business owners. Speciality in working with Professors in the NJ State Higher Ed Pension system. Insurance licensed CLU, ChFC and CFP.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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