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Choosing the Right Financial Advisor in 5 Easy Steps

Walter is an Active Ed Slott Master Elite IRA Advisor Credits: wfp


BASKING RIDGE, NJ- With evolving legislation working towards establishing a uniform fiduciary standard in the financial industry, you may be wondering if your financial advisor is prioritizing your best interest. IRAs, Roth IRAs and other retirement accounts are ruled by constantly changing, complex laws, but working with a qualified, educated financial advisor can help you successfully navigate retirement.

Click here to learn how to choose the right financial advisor in five easy steps!pdf

To learn more about what it means to adhere to the fiduciary standard, contact our office at (877) 714-2362 to schedule a time for a visit. 

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Somerset Hills

Former Somerset County Prosecutor Named Interim Secretary/Director for County Park Commission

March 20, 2018

BRIDGEWATER, NJ - Former Somerset County Prosecutor Geoffrey D. Soriano has been appointed interim Somerset County Park Secretary/Director by the Somerset County Park Commissioners.

Soriano's appointment is effective April 2, and he will replace Raymond Brown, who announced his retirement, effective May 1. The announcement, according to a release, was made on the day of ...

No 2018 Run Against Lance for Craig Heard

March 20, 2018

ROXBURY, NJ - Asserting it's more important to keep Democrats at bay than to become a Congressman, Succasunna resident Craig Heard said Monday he will not wage a primary election challenge this year against U.S. Rep. Leonard Lance (R-7th Dist.).

Heard, who unsuccessfully tried to beat Lance in the 2016 GOP primary, had been weighing another run against the 5-term ...

Peterson welcomes Murphy’s investigation of utilities’ poor response to power outages

March 21, 2018

TRENTON, N.J. – Assemblyman Erik Peterson (R-Hunterdon) issued the following statement in response to Gov. Phil Murphy’s announcement directing the BPU to investigate state utility companies’ response to the two recent nor’easters that left hundreds of thousands without power:

Erik Peterson

“We appreciate the governor visiting Sussex county today to ...