Member Directory

Financial Services


Profile

Alloy Silverstein Acountants and Advisors

Alloy Silverstein Acountants and Advisors

www.alloysilverstein.com

Accounting, Tax, Payroll, Financial Services, and Business Process Outsourcing Services

900 Kings Highway North
Cherry Hill, NJ 08034

856-667-4100
Fax: 856-667-3652
Email: info@alloysilverstein.com

  • Accountant
  • Financial Services
  • Payroll Service
  • Bookkeeping
  • Business Consulting/Coaching

Profile

Alloy Silverstein Financial Services, Inc.

Alloy Silverstein Financial Services, Inc.

www.asfinancialservices.com

900 N. Kings Highway
Suite 101
Cherry Hill, NJ 08034

856-667-6228
Email: info@asfinancialservices.com

  • Financial Services

Profile

Anthony J. DeGerolamo, CFP® CLU® CRPC®

www.allstate.com/adegerolamo

Your guide through a Financial Concept


Listening, as you share your values and goals.

Allowing you to decide what services you need and an efficient way to pay for these services.

Providing you with an experience to guide you with your financial and non-financial desires, designing a process to monitor your progress and always enabling you to retain control over the decision process.

Receiving personalized attention and not being treated as a transaction or an inconvenience.

Focusing on you, your family and your business we will be in a better position to achieve the results you desire and deserve.


If you desire to partner, with an advisor that focuses on your peace of mind and how to increase & protect your net worth, maybe I can be that partner.  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

Allstate
3219 Route 38
Mount Laurel, NJ 08054

856-437-5281
Email: adegerolamo@allstate.com

  • Financial Consultants/Planners
  • Business Succession Planning
  • Financial Services

Profile

Baratz & Associates

www.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.  

7 Eves Drive, Suite 100
Marlton, NJ 08053

856-985-5688
Fax: 856-985-8340
Email: info@baratzcpa.com

  • Accountant
  • Financial Services
  • Financial Consultants/Planners

Profile

Clarifi (formerly Consumer Credit Counseling Service)

www.clarifi.org

We are a not-for-profit organization specializing in financial education & counseling.

1060 Kings Highway North Suite 315
Cherry Hill, NJ 08034

215-620-5266
Fax: 215-563-7020
Email: sbittner@clarifi.org

  • Non - Profit Organization
  • Financial Services

Profile

Horizons Financial Planning Corporation

Financial Services

151 Harrington Circle
Willingboro, NJ 08046

609-877-3355
Fax: 609-877-4738
Email: richard@horizonsfinvest.com

  • Financial Consultants/Planners
  • Financial Services

Profile

Laurel Oak Wealth Management Group

www.ameripriseadvisors.com/team/laurel-oak-wealth-management-group/

We are a team of financial advisors who provide holistic financial planning to individuals and small businesses.

701A Route 73 South
Suite 405 Marlton Executive Park
Marlton, NJ 08053-9637

856-797-0200
Fax: 856-797-0111
Email: caroline.burke@ampf.com

  • Financial Consultants/Planners
  • Financial Services
  • Insurance
  • Benefits Consultant
  • Business Succession Planning

Profile

LHT Consultants

www.lhtconsultants.com

Kevin Roche is the CEO of LHT Consultants, which was founded in late 2017.  LHT Consultants is an independent firm dedicated offering unbiased education and research to boards of foundations, endowments and family offices.  LHT was founded by investment professionals with the primary focus of creating formalized processes and policies to help in the selection of investments that align with stated goals and objectives and to ultimately help meet one’s fiduciary obligations.  

Mr. Roche and his team are former investment professionals who have managed publicly traded mutual funds, pension assets and have significant knowledge about the capital markets, economics and portfolio management.

241 E Kings Highway
1st Floor
Haddonfield, NJ 08033

609-314-0397
Email: kevinroche@lhtconsultants.com

  • Financial Services
  • Institutional Investment Consulting Services

Profile

M & T Bank

www.mtb.com

M&T Bank was established over 150 years ago and ranks among the 20 largest banks in the country. Traditionally a “business bank” catering to businesses of all shapes and sizes, M&T also has over 750 branches to service you and your employees on a personal level as well. Although the bank is large they still are guided by a strong community bank philosophy.

210 Lake Drive East
Suite 102
Cherry Hill, NJ 08002

856-330-8031
Fax: 856-330-8010
Email: trohe@mtb.com

  • Banks
  • Financial Services
  • Wealth Management

Profile

Main Street Financial Life Advisors, LLC

Main Street Financial Life Advisors, LLC

www.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.   

212 W. Route 38, Suite 600
Moorestown, NJ 08057

856-234-3550
Fax: 856-234-3577
Email: jroman@mainstreetfla.com

  • Financial Consultants/Planners
  • Financial Services

Profile

New York Life

www.denisedavis.nylagents.com

Business Planning and Benefits: Buy-Sell Funding, Eployee Benefits Retirement Plans Group Life and Disability, Executive Bonus, Key Person Protection, 401k and less costly options SIMPLE, SEP eplans.

Personal Planning for: Life Insurance, Estate Conservation, College Funding, IRA Funding.

PRODUCTS: Long Term care, Annuities, Mutual Funds, Health Insurance, Medicare Supplements, 529 College Plans.

Review your current plan free of charge! 

Products available through One or More Carriers not affiliated with New York Life Insurance Company, New York Life Insurance and Annuity Co. or NYLIFE Securities, LLC.

 

1000 Atrium Way
Suite 500
Mount Laurel, NJ 08054

609-929-8163
Fax: 856-787-4800
Email: ftmemmo@ft.newyorklife.com

  • Financial Services
  • Insurance
  • Insurance - Health
  • Financial Consultants/Planners
  • Life Insurance

Profile

South Jersey Federal Credit Union

South Jersey Federal Credit Union

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

1180 A Nixon Drive
Mount Laurel, NJ 08054

856-232-9000
Fax: 856-232-9190
Email: LCarboni@SouthJerseyFCU.com

  • Credit Union
  • Banks
  • Financial Services
  • Financial Consultants/Planners
  • Loans

Profile

South Jersey Federal Credit Union

South Jersey Federal Credit Union

www.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

1615 Hurffville Road
P.O. Box 5530
Deptford, NJ 08096

856-374-9700
Fax: 856-401-3214
Email: JThomas@SouthJerseyFCU.com

  • Credit Union
  • Banks
  • Financial Services
  • Financial Consultants/Planners
  • Loans

Profile

TD Bank - Cinnaminson

TD Bank - Cinnaminson

www.tdbank.com

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US.

TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD." To learn more, visit www.td.com.

1999 Lenola Road
Cinnaminson, NJ 08077

856-829-7272
Fax: 856-829-8802

  • Banks
  • Commercial Lender
  • Mortgages
  • Financial Services

Profile

TD Bank - Delran

TD Bank - Delran

www.tdbank.com

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US.

TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD." To learn more, visit www.td.com.

1050 Chester Avenue
Delran, NJ 08075

856-764-5407
Fax: 856-764-5157

  • Banks
  • Commercial Lender
  • Mortgages
  • Financial Services

Profile

TD Bank - Evesboro

TD Bank - Evesboro

www.tdbank.com

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US.

TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD." To learn more, visit www.td.com.

225 Greentree Road
Marlton, NJ 08053

856-596-7877
Fax: 856-596-8520

  • Banks
  • Commercial Lender
  • Mortgages
  • Financial Services

Profile

TD Bank - Lake Pine

TD Bank - Lake Pine

www.tdbank.com

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US.

TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD." To learn more, visit www.td.com.

195 Tuckerton Road
Medford, NJ 08055

856-596-6622
Fax: 856-596-0842

  • Banks
  • Commercial Lender
  • Mortgages
  • Financial Services

Profile

TD Bank - Lumberton

TD Bank - Lumberton

www.tdbank.com

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US.

TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD." To learn more, visit www.td.com.

1636 Route 38 East
Lumberton, NJ 08048

609-702-1455
Fax: 609-702-0878

  • Banks
  • Commercial Lender
  • Mortgages
  • Financial Services

Profile

TD Bank - Marlton

TD Bank - Marlton

www.tdbank.com

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US.

TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD." To learn more, visit www.td.com.

700 South Route 73
Marlton, NJ 08053

856-596-8002
Fax: 856-596-5958

  • Banks
  • Commercial Lender
  • Mortgages
  • Financial Services

Profile

TD Bank - Marlton East

TD Bank - Marlton East

www.tdbank.com

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US.

TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD." To learn more, visit www.td.com.

Route 70 & Plymouth Drive
Marlton, NJ 08053

856-983-5941
Fax: 856-983-8036

  • Banks
  • Commercial Lender
  • Mortgages
  • Financial Services

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