Chris Schiffer

Tel: (908) 757-5600
25 Independence Blvd
Warren, NJ 07059

Consistently good advice in a constantly changing world.

AEPG Wealth Strategies | Financial Advisor in Warren ,NJ

About AEPG Wealth Strategies

AEPG® Wealth Strategies offers financial planning and wealth
management solutions to help you balance your financial needs in
both your personal life and in your business. For more than 30
years, we have provided highly personalized, objective,
independent, expert investment management, financial planning
and wealth management services to individuals and families,
physicians, business owners, and corporate clients.


General Information
Firm Start Year:   1984
No.of Employees:   20-49
States Licensed in:   NJ
Qualifications & Memberships
Insurance and Annuity Licenses:   Life , Disability , Health


Board Positions
Organization:  Summit Medical Group Foundation
Position :  Treasurer
Duration :  August 2014-Currently holding


Education
MBA - Finance  New York University - New York
April 2015-May 1997



FAQs

Chris Schiffer

Chris Schiffer

CPA, AIF

My Services


Financial Advice & Consulting

AEPG® Wealth Strategies offers financial planning and wealth management solutions to help you balance your financial needs in both your personal life and in your business. For more than 30 years, we have provided highly personalized, objective, independent, expert investment management, financial planning and wealth management services to individuals and families, physicians, business owners, and corporate clients.


Financial Planning for Individuals

Highly Personalized: We provide deep financial planning on a broad range of topics, customized to client's unique circumstances. We take the time to listen and understand our client's goals, needs and concerns. Objective: AEPG® is a fiduciary, working only in our client's best interests. Independent: AEPG® is not affiliated with a bank, broker dealer or hedge fund. This puts us in a position to identify the best solutions for each client without pushing proprietary products. Expert: Credentials matter. Our financial advisors and other professionals hold the most respected credentials in their fields of practice including the internationally recognized Certified Financial PlannerTM (CFP®) and Chartered Financial Analyst (CFA®) designations. We strive to attain and maintain these certifications and credentials.


Financial Planning for Businesses

If you own a business, we know you have a lot on your mind ? and many goals you want to achieve, both personally and professionally. Our expert team has more than three decades of experience advising business owners. We understand the challenges you face and the issues that are most important to you. From growing your company to balancing your business and personal financial investments, we can help you achieve your specific financial goals.


Communities Served

Basking Ridge Bedminster
Berkeley Heights Bernardsville
Boonton Bridgewater
Cedar Knolls Chatham
Chester Cranford
Denville Dover
Far Hills Flemington
Florham Park Gillette
Gladstone Lake Hopatcong
Livingston Long Valley
Madison Maplewood
Mendham Millburn
Montclair Montville
Morris Plains Morristown
Mountain Lakes North Brunswick
Old Bridge Parsippany
Peapack Princeton
Princeton Junction Raritan
Roseland Scotch Plains
Short Hills Somerset
Springfield Summit
Westfield Whippany
Whitehouse Station

News & Events



Cyber Security Awareness
When: 06/04/2015 00:00 |
Location: TBA

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