Broker Check

Second Opinion Service

Have your current financial situation reviewed for a flat fee of $99 when you reference our Facebook ad!

During this one-hour meeting we will:

1. Review your current financial situation

2. Assess your goals and objectives

3. Compare where you are against your financial goals

4. Identify any potential risks and opportunities.

This 2nd opinion review ($250.00 value) could identify a different approach that might prove beneficial to you.

To take advantage of this opportunity, contact our office at (973) 771-5120, or email our advisors directly:

Although information herein has been obtained from sources deemed reliable, its accuracy and completeness are not asserted. All opinions and estimates included in this report constitute the judgment of the financial advisor as of the dates indicated and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.

Have a Question?

Thank you!