Overview

My firm is an RIA in NJ and in the process for CA, have been in the business since 2001 and although I am licensed in Life, Health, Property, Casualty insurance, our focus is Pension Plans. I am also an AIF and a QPFC. We currently do not work with individuals, ONLY with Pension Plans. I also have a small P&C book of business.

Market
Advisor/RIA
Last Activity
within 3 months

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