UNBIASED INVESMENT EXPERTISE AND FAIR PRICES MEAN SMOOTH SAILING

The Internet age has brought with it an abundance of investment and tax information. While some people are confident in their ability to make sound financial choices, most prefer to work hand-in-hand with a seasoned, independent professional – someone who offers unbiased expertise at fair prices.

Equally important to many is the ability to tap one resource for a variety of financial services, including tax preparation and investment counseling – as often, these are interrelated. However, it is difficult to find a professional who can provide multiple services under one roof.

That’s where my unique abilities come into play. Years of education and experience have enabled me to combine both my tax-preparation and investment services into one valuable, client-focused practice – where convenience, knowledge, and affordability are paramount.

Here, at my firm, you’ll find:

• A year-round public accountant and tax-preparation specialist
• A licensed broker, clearing through one of the largest, truly independent broker/dealers in the country: Cadaret, Grant
  

This is precisely what my clients find so appealing: they can sit down with me to discuss and execute their tax returns and build and manage their personal investment portfolios.

Plus they know that, because I work independently with absolutely no allegiance to any bank, insurance company, or investment product, they will never be subjected to a high-pressure sales job or convinced to buy one of the company’s “hot, new offerings.”

In short, I’m free to serve my clients without regard to sales quotas, hourly fee bookings, corporate products, or conflicts of interest.

Check out my services page to see if my unbiased style is in sync with your ideas of performance, integrity, and service.

For more information about my firm or to schedule an appointment, contact me today at 732-349-4246.

Securities and advisory services offered through Registered Representatives of Cadaret Grant & Co., Inc., member FINRA and SIPC.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, I am currently required to limit access of the following pages to individuals residing in states were I am currently registered. I am registered to sell securities in the following states: New Jersey, New York, Florida.