WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in East Hanover. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
Financial Advisors in East Hanover, New Jersey | ||
---|---|---|
Financial Advisor | Office Location | Phone Number |
Frank Lepore Bleakley Financial Group |
100 Passaic Avenue, Fairfield, NJ 07004 |
(973) 244-4237 |
Kevin Shea Edelman Financial Engines, LLC |
51 JFK Parkway, Short Hills, NJ 07078 |
(862) 206-7431 |
Gary Scheer Gary Scheer LLC |
65 Madison Avenue Suite 210, Morristown, NJ 07960 |
(973) 539-4100 |
Stephen Ng, ChFC®, CEP, CLU® Stephen Ng Financial Group, LLC |
633 Morris Avenue, Springfield, NJ 07081 |
(973) 218-9600 |
Rick Mueller Edelman Financial Engines, LLC |
650 From Road, Paramus, NJ 07652 |
(201) 575-4878 |
Stephen Sassi Edelman Financial Engines, LLC |
406 Forest Ave., Staten Island, NY 10301 |
(718) 313-0303 |
Gregory Manto Iron Birch Advisors |
767 Third Avenue, 38th Floor, New York, NY 10017 |
(212) 759-2022 |
Kyle Jones Blacktower Financial Management US LLC |
125 Park Avenue, New York, NY 10017 |
(212) 520-0062 |
Chris Sosa Edelman Financial Engines, LLC |
340 Madison Avenue, New York, NY 10173 |
(646) 779-2102 |
Peter Gellman Palmerston Group Advisors, LLC |
320 Raritan Avenue, Suite 302, Highland Park, NJ 08904 |
(732) 248-5777 |
Fred Stupart Eaglestone Capital Management LLC |
119 Midland Ave, Bronxville, NY 10708 |
(914) 413-8876 |
Nick Friedman Edelman Financial Engines, LLC |
10 Bank Street, White Plains, NY 10606 |
(914) 618-3002 |
David Marks Edelman Financial Engines, LLC |
328 Newman Springs Road, Red Bank, NJ 07701 |
(732) 704-7214 |
Daniel Chen DC Strategies, Integrated Wealth Mgt. |
12 Christopher Way, Eatontown, NJ 07724 |
(732) 982-2170 |
Emil Ben-David Edelman Financial Engines, LLC |
1130 RXR Plaza, Uniondale, NY 11556 |
(516) 252-1413 |
Harry Berman Edelman Financial Engines, LLC |
1275 Glenlivet Dr. Suite 100, Allentown, PA 18106 |
(484) 224-3056 |
Zach Fletcher Edelman Financial Engines, LLC |
600 West Germantown Pike, Plymouth Meeting, PA 19462 |
(610) 239-8323 |
Stephen Cicali Edelman Financial Engines, LLC |
484 E. Evesham Rd., Cherry Hill, NJ 08003 |
(856) 795-7900 |
Qualifications
CRD# 4695659
Series 6, 7, 65, 66
Compensation/Fee
I am a Fee-Only financial professional, Flat Fee
Office Location
100 Passaic Avenue,
Suite 300,
Fairfield,
NJ 07004
Phone Number
(973) 2444237
Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve. Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank holds a series 7, 66, through LPL Financial, and is also certified in Long-Term Care.
Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a small team environment. Our advisory model is based on a disciplined financial planning process that addresses the full complexity of your financial situation. Specialized Teams and Individual Attention We built our advisory team from the ground up to provide you with an independent option for your financial planning and wealth management needs. The strength and size of our infrastructure gives us the bandwidth to solve sophisticated financial situations while keeping our advisor to client ratio low. Comprehensive Financial Planning and Wealth Management We want to help protect what is important to you, improve your life and secure your family's future. Our method as your financial partner is to provide a truly comprehensive solution, working in close collaboration with your legal and accounting advisors to make recommendations within the infrastructure of a financial plan. Culture of Client Service Excellence Our firm's culture is rooted in service. Every member of our experienced team is committed to providing you with an unmatched client experience. Dedicated, accessible and responsive to your needs, we work together to bring you the strategies, products and guidance we believe serve your best interest.
Qualifications
CRD# 5692654
FirmCRD# 104510
Series 6, 7, 63, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
51 JFK Parkway,
Short Hills,
NJ 07078
Phone Number
(862) 2067431
Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 2012. Earned the Chartered Financial Analyst and Certified Financial Planner certification(s). Bachelor's degree in Political Science from University of Rochester, Masters in Public Policy Analysis from University of Rochester and Master of Business Administration from George Washington University.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Office Location
65 Madison Avenue Suite 210,
Morristown,
NJ 07960
Phone Number
(973) 5394100
Gary Scheer, RFC®, CSA is a nationally recognized Financial Educator, Author, Speaker and Retirement Planner whom you may have seen on NBC, CBS, ABC, PIX 11 News, News 12 NJ and Annuity123, EzineArticles. com and Fortune. As the co-author Successonomics with Steve Forbes, The All-In Principal and Alligator Proofing Your Estate, Gary has been interviewed by William Shatner on Moving America Forward, and has been featured on In America with James Earl Jones. As Founder and Managing Member, Gary and his team at Gary Scheer, LLC have been showing business owners, professionals and executives how to protect and pass on their wealth for over 30 years. It doesn't take long with Gary Scheer to see why people trust their money and their future to him. He is a warm and passionate communicator with a relaxed style who loves to share his financial wisdom and insights through his presentations to CPA groups and his Public Seminar Series "Understanding Different Retirement Strategies" and his popular radio program on WMTR, "Your Money, Your Retirement with Gary Scheer". He has been a REGISTERED FINANCIAL CONSULTANT since 2009 and Certified Senior Advisor since 2003. As a complement to his professional achievements, Gary is past President and former Treasurer of a local private school board. Additionally, Gary has played trumpet with the acclaimed Livingston Symphony Orchestra, New Jersey for over 20 years.
Recognized as one of the leading retirement experts in the nation, Gary Scheer has helped thousands of individuals and families in New York, New Jersey, and across the nation prepare for a secure, successful retirement since 1982. Specializing in Retirement Income Planning, Advanced Financial and Estate Planning Strategies, and Creative Tax Reduction Methodologies, Gary works with people who are in or nearing retirement to find solutions to help them enjoy their retirement years. With a background in traditional financial planning, Gary has pioneered strategies that protect his clients from volatile and risky financial investments while helping them grow their retirement income.
Qualifications
CRD# 2222678
Series 6, 7, 26, 63, 65
Office Location
633 Morris Avenue,
Springfield,
NJ 07081
Phone Number
(973) 2189600
Stephen Ng is the founder and President of Stephen Ng Financial Group?. Stephen has been assisting pre-retirees & retirees since 1992. Additionally, he has helped retirees save in taxes and increase retirement income. Stephen has developed a specialty in working with retirees and those about to retire who want help to preserve their principal and ensure that their money lasts. Stephen helps many people avoid the common mistakes made by retirees. In addition, he has held Financial Management, Retirement Investing and Insurance planning seminars at businesses, churches & non-profit organizations. Stephen is a Chartered Life Underwriter, Chartered Financial Consultant and a Certified Estate Planner. He is also an Investment Advisor Representative with SagePoint Financial, Inc. In 2011, 2015-2017 Stephen Ng was listed in the Champions Circle and the Millon Dollar Club with SagePoint Financial, Inc. In 2010 and 2012, he was in the top 25 Producers and listed in the Champions circle with SagePoint Financial, Inc. In 2005 & 2008, Stephen was named Top Producer with American General Securities, Inc. In 2015, Stephen wrote the following book, 10 Financial Mistakes You Should Avoid: Strategies Designed to Help Keep Your Money Safe and Growing.
OUR MISSION No matter where you are in your financial or retirement planning journey, our mission statement remains the same: to help you grow and preserve your wealth by caring more, doing more, and knowing more. OUR VISION Our vision is to help clients feel confident about their future and pursue their financial goals. Through our comprehensive approach, we develop customized financial and retirement strategies that address your short and long-term needs. We are independent advisors, meaning that our recommendations are always in the best interests of our clients and your needs are at the core of everything we do. Together, we hope to grow multi-generationally and go above and beyond for your needs. Contact us today to get started
Qualifications
CRD# 1141204
FirmCRD# 104510
Series 6, 7, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
650 From Road,
Paramus,
NJ 07652
Phone Number
(201) 5754878
Joined Edelman Financial Engines in 2013. Began his career in the financial services industry in 1992. Earned the Registered Financial Consultant and Certified Financial Planner certification(s). Bachelor's degree in Business from Farleigh Dickinson University.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 4873236
FirmCRD# 104510
Series 7, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
406 Forest Ave.,
Staten Island,
NY 10301
Phone Number
(718) 3130303
Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2013. Earned the Chartered Retirement Planning Counselor certification. Bachelor's degree in Communications from Rutgers University.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 2724748
FirmCRD# 6363
Series 7, 24, 63, 65
Compensation/Fee
I am a fee-based financial professional, Based on Assets
Office Location
767 Third Avenue, 38th Floor,
New York,
NY 10017
Phone Number
(212) 7592022
Iron Birch Advisors is a subsidiary of Ameriprise. We run this organization as a boutique practice with personalized care and attention. We attempt to meet with every client at least quarterly and a much larger in depth meeting, annually. Prior to becoming a client, several meetings are generally necessary to asses ones needs, appetite for risk and the goals of the individual and/or family.
Qualifications
CRD# 7054283
FirmCRD# 289142
Series 65
Compensation/Fee
I am a fee-based financial professional, Based on Assets, Hourly
Office Location
125 Park Avenue,
New York,
NY 10017
Phone Number
(212) 5200062
Simple, transparent and personalised financial advice is the focus of financial planning. I'm committed to thoroughly understanding your personal circumstances and goals. Using a suite of financial planning tools and strategies I will build and implement a plan for you that targets and adapts to your changing needs and objectives. Book a complimentary appointment today to discuss planning your financial future. Outside of office life, I am a passionate cook with a love for fine dining and currently perusing my private Pilots licence. Kyle has several years of experience in the financial services sector and before joining Blacktower was Director of a directly authorised and regulated UK firm. Qualifications/Accreditations: -Series 65 Uniform Investment Adviser Law Examination -Diploma level 4 DipPFS -AF7 (Pension transfer qualification/ pension transfer specialist -R08 pension update -CF10 Long term care Charity work: Repatriation Services Trust (REST)
At Blacktower Financial Management our process is simple: Starting with a free initial consultation, called "discovery" we'll be able to get an understanding of your wants & needs in order to complete our research & analysis, ensuring everything matches your needs & goals. Once you're happy, we'll work to get your plans into place. Then we monitor progress with regular reviews & updates. Our planning is always personalised & tailored to suit you, giving you and your loved ones peace of mind. Whatever your financial needs and regardless of whether you are a single individual or a representative of a family unit we can cater for you to ensure you have a higher likelihood of achieving your retirement and financial planning goals. We provide unrivalled customer service and competitive fees from qualified advisers.
Qualifications
CRD# 5130180
FirmCRD# 104510
Series 7, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
340 Madison Avenue,
New York,
NY 10173
Phone Number
(646) 7792102
Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2006. Earned the Certified Financial Planner certification(s). Bachelor's degree in Economics and Business from Randolph Macon College and Master of Business Administration in Finance from Fordham University.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 4716523
Series 66
Compensation/Fee
I am a Fee-Based financial professional, Based on Assets, Flat Fee
Office Location
320 Raritan Avenue, Suite 302,
Highland Park,
NJ 08904
Phone Number
(732) 2485777
Palmerston Group Advisors, a firm best known for its Margin of Safety discipline, built its strategy only after carefully studying the best in the business. Consider: 1. Few fund managers have genuinely market-beating records of ten or more years. 2. Most of this elite group uses a version of Margin of Safety, the skill of buying assets when "on sale" at a deep discount to their true value. Most excel in bear markets. 3. Few advisors strategically focus on these top managers or their investment ideas when creating client portfolios. Nor do many independent firms focus on these managers when offering allocation advice. In contrast, Palmerston sees these top managers as a huge asset for our clients. We start with what works best, and thus use Margin of Safety for all clients. For client portfolios, we use the ideas and often the (no-load) funds of managers with proven, profitable records.
Qualifications
CRD# 4573816
FirmCRD# 297958
Series 63, 65
Office Location
119 Midland Ave,
Bronxville,
NY 10708
Phone Number
(914) 4138876
Fred Stupart founded Eaglestone Capital in 2012 following a 20 year career working in the capital markets as a lawyer, private equity investor and a banker. Most recently he worked at Morgan Stanley in New York during the tumultuous 2009 - 2012 period which saw violent price movements in U.S. securities in response to a debt crisis in Europe, dysfunction in Washington and a downgrade of U.S. sovereign credit. While extreme, this environment was yet another example of the capital markets taking a wise idea and turning it into a foolish one through endless replication. Eaglestone Capital was founded to give investors the opportunity to invest alongside a manager seeking reasonable returns from value priced U.S. securities with experience across the spectrum of debt and equity. Fred has an MBA from The Wharton School, a law degree from Osgoode Hall Law School in Toronto and a BA(Hons) Economics from Queen's University at Kingston, Ontario. He has won numerous awards. At The Wharton School he was on the Director's List for academic achievement and won the Robert E. Linneman Memorial Fellowship. At Queen's University he graduated with the highest cumulative GPA in Economics, winning the Gold Medal.
Eaglestone Capital Management LLC is an independent privately held investment manager based in Bronxville, New York. We seek to generate long term income and capital appreciation for our clients using a unique value focused investment process.
Qualifications
CRD# 5465081
FirmCRD# 104510
Series 7, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
10 Bank Street,
White Plains,
NY 10606
Phone Number
(914) 6183002
Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2009. Earned the Certified Financial Planner certification(s). Bachelor's degree in Finance from University of Delaware.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 1968928
FirmCRD# 104510
Series 4, 7, 8, 63, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
328 Newman Springs Road,
Red Bank,
NJ 07701
Phone Number
(732) 7047214
Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 1993. Earned the Registered Financial Consultant certification(s). Bachelor's degree in Finance from Pennsylvania State University.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 1183323
Series 6, 7, 24, 63 Investment Advisor Representative
Compensation/Fee
I am a fee-based financial professional, Based on Assets, Flat Fee, Hourly
Office Location
12 Christopher Way,
Suite #200,
Eatontown,
NJ 07724
Phone Number
(732) 9822170
A resident of Monmouth County since 1968, Dan is a graduate of Monmouth University in West Long Branch with a B.S. in Psychology. In 1999 Dan recognized the need for personalized investment advice by working with employees of the small business pension plan market. As a result, he has become a strong influence in crafting a solution for this underserved population. Dan specializes in delivering wealth management solutions to a growing affluent population. His customizable six step process designs and implements clear strategies that have the potential to increase the probability of long term financial security. His twenty years as a trader in the U.S. Treasury markets for firms including Garban LLC and Cantor Fitzgerald have provided him with an immense and diverse experience in the global capital markets. Today Dan delivers his consulting process to clients by designing and implementing sound strategies for pursuing their wealth management and preservation goals while collaborating with their other trusted advisers, including their legal team and tax team. In his spare time, Dan continues his discipline as a martial artist and travels with his family in pursuit of exotic surfing destinations.
Assisting clients in understanding where they are today can be critical in setting attainable financial and personal goals for the future. We are a fee based "Wealth Management" firm that takes a comprehensive approach to clarifying and organizing our client's financial affairs. We provide ongoing education and insight to navigating the complexities of growing and maintaining "Wealth" while our clients benefit from a more balanced life. Our pledge is to provide quality information so that individuals may make sound choices about their financial future. Ultimately, our greatest impact may be the confidence that comes with working with an Adviser that will educate his clients in the options that are available,and implement those strategies in simple and easy to understand terms.
Qualifications
CRD# 5723861
FirmCRD# 104510
Series 7, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
1130 RXR Plaza,
Uniondale,
NY 11556
Phone Number
(516) 2521413
Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 2009. Earned the Certified Financial Planner certification(s). Bachelor's degree in Economics from Queens College.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 2190861
FirmCRD# 104510
Series 4, 6, 7, 24, 26, 53, 63, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
1275 Glenlivet Dr. Suite 100,
Allentown,
PA 18106
Phone Number
(484) 2243056
Joined Edelman Financial Engines in 2007. Began his career in the financial services industry in 1982. Successfully completed the Series 4, 7, 24, 53, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Master's degree in Finance and Marketing from University of Connecticut and Bachelor's degree in English from University of Rochester. Married to Michele. They have two children: Matthew and Hannah. Harry enjoys music, reading, movies, sailing, and spending time with family.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 5742628
FirmCRD# 104510
Series 7, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
600 West Germantown Pike,
Suite 100,
Plymouth Meeting,
PA 19462
Phone Number
(610) 2398323
Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2007. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Millersville University. Hometown is Downingtown, PA.Zach enjoys golfing, working out, and Philadelphia sports.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 2371993
FirmCRD# 104510
Series 7, 9, 10, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
484 E. Evesham Rd.,
Suite 5,
Cherry Hill,
NJ 08003
Phone Number
(856) 7957900
Joined Edelman Financial Engines in 2006. Began his career in the financial services industry in 1992. Successfully completed the Series 7, 9, 10, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Economics from Rutgers College. Married to Dena. They have one child. Stephen enjoys coaching and playing soccer.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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