We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
The Right Balance For You
We want to ensure that our clients have all their financial bases covered. Which is why we have joined forces with FFP Wealth Management to provide our clients with comprehensive financial planning services. FFP Wealth Management has been in business for over twenty five years and specializes in comprehensive financial planning for individuals and businesses. In addition, FFP offers unbiased advice and always looks to put the client’s needs first, which was the primary reason I chose to work with them. We work closely with FFP to form a collaborative team approach to your financial situation because we believe that a team based approach provides the best outcome for our clients.
Regardless of your financial needs, you can rely on us to find the expertise you need to quarterback the process so that the advice you receive is integrated, holistic, and comprehensive.
I’d like to introduce you to my financial planning colleague, Jonathan Khalavsky. I strongly encourage you to take advantage of this opportunity and arrange a meeting.
Specializing in tax & financial planning, tax preparation, small business accounting, computer consultation and installation.
As a financial and investment professional, I have been licensed in the following states:
NJ, PA, CA, VA, SC, IN, MI, NV and NY and also licensed as a series 6, 63, 65 and 7.
I also hold life insurance licenses in NJ, NY, SC & MI & health insurance license in NJ.
Securities offered through TFS Securities, Inc.
Member FINRA/SIPC, a full service broker dealer located at
847 Broadway, Bayonne, NJ 07002 (201) 823-1030
Members FINRA & SIPC
Check the background of this firm on FINRA’s BrokerCheck:
Investment advisory services offered through TFS Advisory Services, a
division of TFS Securities, Inc