Member Directory

Financial Consultants/Planners
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Allstate
3219 Route 38
Mount Laurel, NJ 08054
856-437-5281
adegerolamo@allstate.com

Should you own or rent your retirement money?

Should you own or rent your life insurance?

What amount of a market correction can you absorb?

Would you rather pay lower or higher income taxes, later?

What type of illness or care would financially ruin you?

What are your sources of income when you can’t earn?

How important is your family’s financial security to you?

                                                                             Which question do you wish to discuss?

Please call me at 856-437-5281 or email me at adegerolamo@allstate.com. Securities offered through Allstate Financial Services, LLC. (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA/SIPC


7 Eves Drive, Suite 100
Marlton, NJ 08053
856-985-5688
Fax: 856-985-8340
info@baratzcpa.com
CERTIFIED PUBLIC ACCOUNTANTS:Baratz & Associates, P.A., finds innovative solutions delivered with personal service and integrity.  We provide security and value to our clients by using our unique collaboration of expert resources.  Our ultimate goal is to always do the right thing for our clients.  Areas of distinction include Accounting|Auditing | Tax planning and Compliance | Mergers and Acquisitions | Business Valuation & Litigation support | Healthcare consulting.  

P.O. Box 2025
Cherry Hill, NJ 08034
856-424-7960
Fax: 856-424-0234
e@pwyh.com

The Del Duke Insurance Group is one of the leading insurance agency & brokerage in the region, as an industry leader in providing our clientele with comprehensive solutions to prevent losses, manage claims, and drive bottom line growth for national and local businesses alike. Through strategic relationships with qualified insurers from around the globe, we are able to advise business owners, individuals, and families appropriately to protect what they have.

We provide insurance and risk analysis to a wide array of industries such as construction, education, technology, food-service, restaurant & bar, and real estate. Furthermore, Del Duke Insurance Group, and its affiliates, provide innovative solutions for the Unmanned Aerial Vehicle (drone) & Aviation industry as well as new strategies to the Cannabis emerging market.

Founded in 1934 with our main campus in Cherry Hill, New Jersey, our team of professionally licensed insurance professionals serves clients in all 50 States and several foreign jurisdictions globally.


209 Rowan Blvd
Glassboro, NJ 08028
856-232-2270
jgabrieli@hfmadvisors.com
HFM Investment Advisors is an independent, fee-based investment management and financial planning firm that empowers clients through coaching and discipline to reach a higher level of investing peace of mind. On the employer retirement plan side we use our R.I.C.H.401k Process to protect plan sponsors, improve participant outcomes, and unify their service team. Our guiding principle is to keep clients educated, involved and confident in every financial decision they make. We are also committed to giving back to the community in which we serve. Every fall since 2010, we've conducted a coat drive for the less fortunate members of Gloucester County. To date, the drive has collected over 12,000 coats working with more than 30 businesses throughout the county that sponsor collection boxes.

618 Stokes Road
Medford, NJ 08055
609-953-0612
Fax: 609-953-8443
info@hfacpas.com
Holman Frenia Allison, PC, Certified Public Accountants and Consultants, is a New Jersey based firm serving New Jersey, Pennsylvania and New York with highly personalized and comprehensive accounting, audit, tax and business consulting services. Our team of dedicated professionals is known throughout the region for blending the resources and proficiency of a large accounting firm with cost efficiency and personal service. Our offices are conveniently located in Toms River, Red Bank, Freehold and Medford, New Jersey.

151 Harrington Circle
Willingboro, NJ 08046
609-877-3355
Fax: 609-877-4738
richard@horizonsfinvest.com

132 Kings Highway East
Suite 105
Haddonfield, NJ 08033
732-645-4615
avzehm@gmail.com
As a Financial Professional, I help individuals, couples, families and Businesses grow their assets for the long term. I help protect what they have already built to ensure the future.  I take this mission very seriously and work closely with my clients in order to recommend the appropriate products and services to help achieve their unique goals. I have the skills, knowledge and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help protect your assets.

101 A Foster Road
Moorestown, NJ 08057
856-242-3330
Fax: 856-242-3333
info@ibpllc.com
Innovative Benefit Planning is an employee benefit planning and financial services company that combines innovation with integrity.  Our people, experience, and sound financial services, have helped thousands of organizations and their employees achieve their employee benefit planning goals and more.

701 East Gate Drive
Suite 210
Mt. Laurel, NJ 08054
856-291-5002
Fax: 856-235-0594
rhoey@janney.com

1105 Laurel Oak Road
Suite 142
Voorhees, NJ 08043
856-741-8000 x335
Fax: 856-741-8001
joseph.j.skwara@ampf.com

My Approach:

You are not just another face in the crowd

 

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

 

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.

 

As a Financial Advisor and Certified Financial Planner ™ practitioner (CFP®), I have been successfully striving to make a significant difference in people’s lives for over 30 years.

 

I deliver personalized financial advice to help you achieve your goals, prudently and thoughtfully – through a long-term relationship based on trusted and knowledgeable advice. My goal in working together, is to help you feel more confident, connected, and in control of your financial life today and in the future.

 

1Ratings based on responses to a consumer survey as part of the 2018 Temkin Trust Ratings. See more at Ameriprise.com/recognition.


214 West Main Street
Suite 211
Moorestown, NJ 08057
856-727-9900
joseph.j.skwara@ampf.com

My Approach:

You are not just another face in the crowd

 

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

 

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.

 

As a Financial Advisor and Certified Financial Planner ™ practitioner (CFP®), I have been successfully striving to make a significant difference in people’s lives for over 30 years. 

 

I deliver personalized financial advice to help you achieve your goals, prudently and thoughtfully – through a long-term relationship based on trusted and knowledgeable advice. My goal in working together, is to help you feel more confident, connected, and in control of your financial life today and in the future.

 

1Ratings based on responses to a consumer survey as part of the 2018 Temkin Trust Ratings. See more at Ameriprise.com/recognition.


Main Street Financial Life Advisors, LLC
212 W. Route 38, Suite 600
Moorestown, NJ 08057
856-234-3550
Fax: 856-234-3577
jroman@mainstreetfla.com

We are an independent "fee-based" SEC Registered Investment Advisor Firm offering financial guidance and investment advice. Our goal is to give clients control over their financial life and a successful investment experience.

We offer ongoing financial guidance using a different approach - one that begins with you and the life you want to lead. We won't give you a one-and-done plan or a one-size-fits-all investment solution.   


The Browne/Hudspeth Group of Merrill Lynch is ranked in Barron's and Forbes as one of the top advisory teams in the nation. We assist clients in preserving and growing their wealth, in addition to assisting clients in navigating the retirement process, so they can spend their time doing what they enjoy most. Our advisors take the time to understand the needs and goals of your organization and then work with you to create a plan that aligns with your company's benefits philosophy, objectives and budget.

Our services include Wealth Management, Investment Advice, Retirement Planning, Individual Retirement Accounts (IRAs), Individual & Trust Investment Accounts, Estate Planning Services, Banking & Lending through Bank of America, Education funding strategies and Tax minimization strategies. Our team also assists small business in creating Retirement Plans aligned with a company’s needs and goals to ultimately help employees live their best financial lives.


3112 Woodhaven Drive
Cinnaminson, NJ 08077
856-829-9100
Fax: 856-829-4422
omalleycpa@omalleycpa.com
We can guide you through the tax maze and help you improve your bottom line.
A family business since 1945, offering accounting, tax preparation, consulting and fee-only financial planning services designed to meet the needs of individuals, entrepreneurs and businesses.  We are problem solvers providing services, not selling products. Please call for a firm brochure or visit our website www.omalleycpa.com.
Accounting and tax preparation for today…Financial planning for tomorrow.

101 Chestnut Avenue
Mt. Laurel, NJ 08054
856-273-1282
Fax: 856-273-6636
info@rs-co.com
The firm was established in 1991 by Daniel J. Ruotolo, CPA MS. In early 1997, Dan and Greg Spewak, CPA merged their practices. The firm has grown almost exclusively from referrals by friends, clients and business associates who respect our professional expertise and true concern for our clients.

Our firm currently consists of eleven employees, including five Certified Public Accountants.

Each employee plays an integral part in the success of our firm. Our mission statement is “Committed to Client Service”. This means our clients can expect the highest level of quality and service.

Our client’s have confidence in our professional services and we have established a proven track record. They know if we say we will do something, we will do it to the best of our abilities. We take personal responsibility for the tasks at hand.

Our continued success is a direct result of our ability to satisfy our client’s expectations. Our firm is successful because each employee understands and lives this philosophy. We work together as a team to satisfy these expectations in our commitment.

 Our firm’s goal is to provide comprehensive professional consulting, auditing and tax services to non-profit organizations and small to medium sized businesses.


South Jersey Federal Credit Union
1615 Hurffville Road
P.O. Box 5530
Deptford, NJ 08096
856-374-9700
Fax: 856-401-3214
JThomas@SouthJerseyFCU.com
SJFCU has been providing exceptional financial products and services for over 75 years. We have 7 convenient locations throughout South Jersey and an office in Philadelphia.
We offer Totally Free Checking, Free eBanking & Mobile Banking, Free eBill Pay, Free Remote Check Deposit, low rates on Auto & Home Equity Loans, Personal & Credit Builder Loans. In addition, we can assist with your long-term financial planning needs.  Visit us online at www.SouthJerseyFCU.com

South Jersey Federal Credit Union
1180 A Nixon Drive
Mount Laurel, NJ 08054
856-232-9000
Fax: 856-232-9190
LCarboni@SouthJerseyFCU.com
SJFCU has been providing exceptional financial products and services for over 75 years. We have 7 convenient locations throughout South Jersey and an office in Philadelphia.
We offer Totally Free Checking, Free eBanking & Mobile Banking, Free eBill Pay, Free Remote Check Deposit, low rates on Auto & Home Equity Loans, Personal & Credit Builder Loans. In addition, we can assist with your long-term financial planning needs.  Visit us online at www.SouthJerseyFCU.com

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