Great family-owned financial planning group in central New Jersey. Dan Sopher is very…read moreknowledgeable, and he will be completely honest with you. There are a lot of sketchy financial planners out there, so working with Dan and his group was refreshing as he is completely upfront. Highly recommend!

Great customer service. Short hold times. Great for investing. I would recommend this company if…read moreyou're thinking of investing for your family.

Very helpful, works with me to find the best options for me, can call at any time with questions or…read moreconcerns. Agent is local and is knowledgeable with the area and the different insurance sources.

Hello, you should not go to one of these "free" seminars unless you have thousands of dollars to…read morespend on financial advisory services. First you dont learn much, unless you know almost nothing, and second he will not share the summary, that he promised to share, unless you become a paying client. Denny led off by saying, "Don't take notes, I will share a recap of everything I discuss". When i did not signup for an additional meeting, he did not send the recap and has ignored my 5 requests for the notes he promised. It was a waste of my time and I felt kind of stupid for believing him. I was hoping there was something in the recap, that i missed, so i would actually learn something. I guess I will never know

From the owner: Our main business is working with baby boomers near or in retirement. We often find that there ARE…read moreproblems with their plans, which can crop up, like cholesterol in the arteries. The damage has gone unnoticed for years, and it could be too late. So our job is to help Boomers through the maze before them - coordinating the myriad of things such as: Transitioning to their retirement lifestyle; Figuring out the best claiming strategy possible to maximize their social security benefits Examining if they have enough money to retire and what to do if they don't Liquidating retirement and brokerage accounts to create and sustain an income stream (a paycheck) for the rest of their lives. And, much more.