Mark T. Wade (RFC®), CSA
(908) 647-6000
500 North Ave Apt 3
Garwood, NJ
Qualifications
Education: Mark Wade has more than 26 years of experience advising affluent clients. He is passionate about addressing the whole picture of his clients financial lives and helping them streamline their financial affairs.Mark graduated from Fairleigh Dickinson Un
Years of Experience: 31
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans
Data Provided By:
Mr. David Bendix (RFC®), CFP, CPA
(516) 228-8300
585 Stewart Ave., Suite #314
Garden City, NY
Company
The Bendix Financial Group
Qualifications
Education: B.S.
Years of Experience: 25
Membership
IARFC, AICPA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Tax Returns, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Asset Protection, BuySell, Compensation Plans
Data Provided By:
Mr. Rajendra Prashad (RFC®), CFP, CHFC, CLU, EA
(718) 441-7011
10604 101st Avenue
Ozone Park, NY
Company
Eagle Tax Planning & Advisory Group, LLC
Qualifications
Years of Experience: 17
Membership
IARFC, FPA
Services
Invoice, Retirement Planning, Tax Planning, Tax Returns, Education Plan, Compensation Plans
Data Provided By:
Mr. James W. Bloom (RFC®), CFP, CHFC, CLU, RFP
(201) 851-4640
PO Box 700
Totowa, NJ
Company
Axiom Financial Planning Group
Qualifications
Years of Experience: 32
Membership
IARFC, MDRT, FPA, AALU, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans
Data Provided By:
John P. Clark (RFC®), CSA
(609) 567-1884
145 South Route 73
Braddock, NJ
Company
Clark Associates Financial Planning, Inc.
Qualifications
Education: BA
Years of Experience: 11
Membership
IARFC, SCSA, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, Education Plan, BuySell, Compensation Plans
Data Provided By: