Business Update – Investment Advisory Services

I’m happy to announce that my firm has recently been approved as a Registered Investment Advisor by the State of New Jersey. As an Investment Advisor Representative I will now be able to provide clients with advice and access to investment products and facilitate the opening of Investment Accounts, IRA’s, Educational Accounts, and Rollovers. I believe the addition of this service will give my individual and small business clients an end to end solution for their specific financial needs including:

  • Financial Planning
  • Income Tax Preparation
  • Small Business Accounting and Payroll
  • Investment Advisory Services

Please contact me for more information – JD

All securities offered through AOS, Inc. doing business as MoneyBlock

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