Peter J. Passalacqua, CFP®
Frontier Financial Planning

Tel: (908) 725-9001
322 Courtyard Drive
Hillsborough, NJ 08844

Your guide on the path to financial freedom

Frontier Financial Planning | Financial Advisor in Hillsborough ,NJ

About Frontier Financial Planning

Everyone recognizes the names and marketing slogans of the big insurance and brokerage firms, which now market themselves as financial advisors? But do these companies really have your best interests in mind when they provide financial advice? Or are they merely interested in advising you to buy their own highly profitable insurance and investment products?

As your independent alternative to the insurance and brokerage companies, Frontier and its advisors are:

* Independent, with no proprietary products to sell
* Committed to the industry?s highest ethical standards
* Experienced, educated, and fully licensed
* Committed to providing advice that is based solely on your needs
* A long term partner on your financial journey
* Small enough to know and share your unique goals and dreams

If you would like to know more about Frontier and how we might be able to help guide you along the path to financial freedom, please call or contact us for a free, no obligation, no pressure consultation.


General Information

Firm Start Year:   1999
No.of Employees:   2-4
States Licensed in:   NJ, NY, PA, VA, CA
Number of Years with Current Firm:   19
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses
Foreign Languages Serviced:   Italian


Services

Investment Types:   Stocks , Mutual Funds , Bonds , Annuities , Insurance , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home , At my office , At your office , Via email , Via phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Disability , Health , Variable Life , Long Term Care , Variable Annuity , Life

Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000.00
Compensation Methods:   Flat Fee , Hourly , Based on Assets



Disclaimer

Advisory services are offered through Frontier Financial Planning & Cap. Mgmt, Inc, or Creative Financial Designs Registered Investment Advisors. All securities offered through CFD Investments., a registered broker / dealer, Member FINRA & SIPC, 2704 South Goyer Road , Kokomo , IN 46902 (800) 745-7776. Frontier Financial Planning & Cap. Mgmt., Inc. is neither a subsidiary of or controlled by the CFD companies.

Peter J. Passalacqua, CFP®

Peter J. Passalacqua, CFP®

Certified Financial Planner

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM