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General Info
By being an independent fee-based financial planner in Toms River, there are no proprietary conflicts between various commission-based products and what is best for the client. Advisory fees are based on the percent of assets under management. This means that, as your assets grow, the management fee grows proportionally and that, if the portfolio loses value, the fee shrinks proportionally. We want to be in this together with you for the long-term; we are not traders, we are long-term investors. We believe that this type of arrangement results in a win-win situation for us both.
Extra Phones

Fax: 732-240-4797

Regular Hours
Mon - Fri:
Sat - SunClosed
Financial Planning Consultants, Financial Planners, Financial Services, Insurance
  • Estate Planning
  • Tax & Estate Planning
  • Retirement & Investment Planning
  • Commonwealth Financial Network
  • Fee Based Asset Management
  • Asset Management
  • Registered Investment Advisor
Securities Offered Through Commonwealth Financial Network

Certified Financial Planner

Data provided by one or more of the following: DexYP, Data Axle, Yext.