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
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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