Experience Makes all the difference

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Steven A. "Steve" Rothman, CFP®

Managing Director - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Senior Portfolio Manager
Wealth Advisor
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732-219-7228

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Senior Portfolio Manager and Wealth Advisor


Registered States:
AZ, CA, CO, CT, DE, FL, GA, HI, IL, MA, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA

John Buckley

Investment Associate
732-219-7277

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Registered States:
CA, FL, MA, MD, NJ, NY, PA, SC

Kathleen M. "KC" Kielty, AAMS

Financial Advisor
732-219-7222

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Registered States:
CA, CO, CT, DE, FL, IL, MA, MD, MI, MN, NC, NJ, NV, NY, OH, PA, SC, TX, VA

Jill Genovese Basile

Client Service Associate
732-219-7230

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