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
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