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Personal Representative Experience

Our representatives can help you prepare for your financial future and take you step-by-step through the financial planning process.

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We have Representatives throughout the Tri-State area

We have Representatives throughout the Tri-State area

With offices throughout New Jersey, and representatives across the Tri State area, we can meet with you in-person at your home, our office, or a location of your choice.

Financial Services Representatives

Bellaria Jimenez

Bellaria Jimenez

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


John Bucsek

John F. Bucsek

Certified Financial Planner™ Professional, Chief Operating Officer


Meet Virtually with a<i>&#160;</i>Representative

Meet Virtually with a Representative

We make your own personal financial professional, as well as a team of business and legal experts, available to you virtually - from the comfort of your own home. Just click the button below to schedule a meeting with one of our representatives.