New Jersey Headquarters
-
110 Fieldcrest Avenue First Floor, Suite #20
View on Google Maps
Edison, New Jersey 08837
New Jersey Headquarters
Combined with Penn Mutual’s pioneering stability since 1847, our firm stands out as a well-respected financial organization serving New Jersey and beyond. With over 30 years of success as a pillar of financial guidance, we take pride in helping our communities pursue the type of financial future they’ve dreamed about.
For many people, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions and choices can be overwhelming.
That’s where our firm comes in!
Our primary purpose at our firm is to help you protect the things you love through thoughtful plans that evolve throughout all stages of your life. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families.
Edison Address
110 Fieldcrest Avenue First Floor
Suite #20
Edison, New Jersey 08837
Phone: 732-225-0777
Saddle Brook Address
250 Pehle Avenue
Plaza 2, Suite 302
Saddle Brook, NJ 07663
Phone: 201-256-8020
Tinton Falls Address
Hovchild Plaza
4000 Route 66, Ste 236
Tinton Falls, NJ 07753
Financial professional looking to partner with a premier firm?
For decades, we have been partnering with Financial Professionals to build and grow their practices.
We understand that this industry can be challenging so we have many valuable resources at your fingertips to help Financial Professionals every step of the way.
As a firm, we take pride in having a culture that our Financial Professionals and Employees love being a part of.
‘Culture is simply a shared way of doing something with a passion.’ — Brian Chesky
We have been awarded a Top Workplaces honor for 5 years running by The NJ.com Top Workplaces. “Earning a Top Workplaces award is a badge of honor for companies, especially because it comes authentically from their employees,” said Eric Rubino, Energage CEO. “That's something to be proud of. In today's market, leaders must ensure they’re allowing employees to have a voice and be heard. That's paramount. Top Workplaces do this, and it pays dividends.”
Top Workplace Awards are based on employee feedback.
Why Partner With Us?
Our main goal is to help you, the financial professional, be successful in this competitive environment.
PRODUCTS
We have competitive products spanning every category of insurance and protection.
GROWTH
We invest in your business with our centralized marketing programs.
CULTURE
We have a collaborative culture of education, idea sharing, teaming, and fun!
NAIFA
As many of our financial professionals are members of NAIFA, we are committed to the advocacy of our industry.
* LEAP®, Leap-The Model for Financial Success™, The Leap Model™, Macro Manager™, Personal Macro Economics Process™, Wealth In Motion®, Protection, Savings, and Growth Model®, and Lifetime Economic Acceleration Process™ are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of Penn Mutual Life Insurance Company (PML). HTK is a wholly owned subsidiary of PML. Trademarks belong to their respective owners.
News and Events
Get to know us
Edward Barrett
Diego Correa
RJ Greff
Alyse Storzieri
Lisa Merlino
Sylvana Mitas
Shannan Clogher
Amy Lottmann
Edison, Saddle Brook & Tinton Falls
Firm Services
Firm Specialty
Extensive Products and Services
We offer broad options to help our clients achieve their financial goals.
Centralized Marketing
We create turn-key marketing programs that are easy to implement and track, including but not limited to:
- A “Marketing Blitz” Assessment and Plan
- Free Marketing Software that is integrated with compliance and loaded with hundreds of emails, thousands of social media posts and an event builder
- Business Builder Networking Events, CPA classes and marketing ideas for your strategic alliances
- Prospecting Events, such as Child Safety Workshops, Client Appreciation Events, and more
- Customization of marketing materials
Enhanced Technology & Support
- Dedicated Practice Development Team to assist with Teaming and Succession Planning
- *LEAP Advanced Financial Planning Software & trainings
- ACE, Penn Mutual’s Accelerated Client Experience, is a completely digital life insurance buying experience that accounts for over 90% of applications today, and has a 50% reduction in policy issue time.
Culture of Service
We believe in giving back to the community we are rooted in.
As a firm, we created “Primary Purpose,” a program in which we choose quarterly nonprofits to raise money for and volunteer with. We have collectively donated and matched thousands of dollars over the years. A few of the charities we have worked with are:
- Toys for Tots
- Habitat for Humanity
- David’s Dream & Believe Cancer Foundation
- Parkinson’s Foundation
- Lunch Break (Red Bank, NJ)
- Make-a-Wish Foundation
- New Jersey State Organization of Cystic Fibrosis
- Hands of Hope Food Pantry (Edison, NJ)
- Destiny’s Bridge Foundation
