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Our first priority is helping you take care of yourself and your family.

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Bellaria Jimenez

Bellaria Jimenez

MBA, CFP®, CLU®, CDFA®, ChFC® Certified Financial Planner™ Professional, President and General Agent

732-623-7887

John Bucsek

John F. Bucsek

Certified Financial Planner™ Professional, Chief Operating Officer

732-623-6550