Broker Check

The Team

Our Commitment to You

"We value long-term client relationships, and we welcome the challenge of meeting your changing needs. In a world where change is constant, you can count on us to meet your insurance and investment needs now and in the years ahead."

Partners

Joseph DelGuercio CLU® , ChFC®

Financial Advisor | Financial Services Representative

609-986-2108

[email protected]

Clients rely on my advice to help them make sound decisions about building and protecting their wealth in order to achieve both their personal and business objectives. I pride myself on providing personalized one on one service and...

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Jared Brown

Financial Advisor | Financial Services Representative

609-986-2102

[email protected]

BUSINESS PHILOSOPHY As a Creative Financial Strategies Representative, it is my mission to help individuals develop and achieve financial objectives through various financial products and services. I can assist you in achieving your...

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David Maurer, CFP®,CRPC®, MBA

Financial Planner | Investment Advisor Representative

609-535-3638

[email protected]

BUSINESS PHILOSOPHY “Every client is important to me. I recognize that, regardless of asset size, every client is discussing with me their personal fortune and I am dedicated to treating it as such. My commitment is to have every...

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William O'Brien

Financial Planner | Investment Advisor Representative

732-751-3086

[email protected]

As a team, we offer over 50 years of combined experience in the financial industry, accessibility and concepts to give you quality service that will help provide financial security for you and your family. We understand the importance...

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Associates

Bryan Telzer

Financial Services Representative

(732) 751-3079

[email protected]

Zachary Gildenberg

Financial Planner | Financial Services Representative

[email protected]

BUSINESS PHILOSOPHY In a world crowded with new investments, changing tax laws, rapidly evolving insurance products and volatile economic cycles, more and more people are looking for the right financial partner to guide them. By...

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