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 (973) 783-2555

What Sets Us Apart

Our three key business divisions enable us to provide access to a range of options to address the needs of our clients:

1. WEALTH MANAGEMENT

  • Asset Protection Strategies & Insurance Planning
  • Cash Management/Budgeting
  • Charitable Giving
  • Education Planning
  • Elder Care Planning
  • Estate Planning
  • Financial Planning
  • Income Planning
  • Investment Planning
  • Real Estate Investment Trusts
  • Socially Responsible Investing
  • Retirement Planning
  • Tax Planning and Preparation
  • Trust Services*
  • Review of Wills and Powers of Attorney**
  • Referral Network for accounting and legal services

2. BUSINESS PLANNING

  • Tax Planning and Preparation

3. CHARTERED ADVISOR IN PHILANTHROPY (CAP)

A CAP provides value in key areas of charitable activity:

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. **Legal services are not offered by LPL Financial or Pollack Financial Group.

Please contact us with any questions you may have: Email Us or Call us (973) 783-2555

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2022 FMG Suite.

Securities and Advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA & SIPC.

Investments products and services available only to residents of: Arizona (AZ), Connecticut (CT), New Jersey (NJ), New York (NY), Pennsylvania (PA), Virginia (VA)

Fee-based advisory services are available only to residents of: New Jersey (NJ), New York (NY)

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