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
Amber Rodriguez
Financial Services Representative
Bellaria Jimenez
MBA, CFP®, CLU®, CDFA®, ChFC® Certified Financial Planner™ Professional, President and General Agent
John F. Bucsek
Certified Financial Planner™ Professional, Chief Operating Officer
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.