Alan H. Dewar (RFC®), CHFC, CLU, CSA
(215) 348-0822
301 South Main Street, Suite 3 North
Doylestown, PA
Company
Dewar Financial Services Group
Qualifications
Education: BS Econ, Univ of Penn WhartonSchool
Years of Experience: 37
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Employee Benefits, Charitable Planning, Education Plan, Compensation Plans
Data Provided By:
Stephen R. Rinaldi (RFC®), CLU
(973) 492-5798
80 Reservoir Avenue
Butler, NJ
Company
Rinaldi Financial Services, LLC
Qualifications
Education: BA in Business Administration
Years of Experience: 33
Membership
IARFC, FPA, SFSP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans
Data Provided By:
Mr. Frank J. Eberhart (RFC®), CEP
(908) 879-4330
57 Main Street
Chester, NJ
Company
The Investment center
Qualifications
Education: Business and Finance majorAuthorSPAN small publishers association of North America, CEP, RFC, member BBB, Chamber of Commerce
Years of Experience: 14
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, Annuities, Life Insurance, Medical Insurance, Group Insurance, Charitable Planning, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans
Data Provided By:
Laurence M. Braunstein (RFC®), JD
(212) 893-7575
1111 Sterling Blvd
Englewood, NJ
Qualifications
Education: Pace University School of Law, JD, 1979;Rutgers College, BA, 1976
Years of Experience: 27
Membership
IARFC, Bar, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Asset Protection, BuySell, Compensation Plans
Data Provided By:
Mr. Sean T. Keating (RFC®), CFP, CHFC
(201) 779-7187
9 Christopher Way
Eatontown, NJ
Company
Patriot Financial Advisors LLC
Qualifications
Education: St. John Fisher CollegeB.S. Business Management
Years of Experience: 5
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Mortgage Loans, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, BuySell, LiabCover, Compensation Plans
Data Provided By: