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.
110 Fieldcrest Avenue First Floor
Edison, New Jersey 08837
250 Pehle Avenue
Plaza 2, Suite 302
Saddle Brook, NJ 07663
4000 Route 66, Ste 236
Tinton Falls, NJ 07753
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.
Our main goal is to help you, the financial professional, be successful in this competitive environment.
We have competitive products spanning every category of insurance and protection.
We invest in your business with our centralized marketing programs.
We have a collaborative culture of education, idea sharing, teaming, and fun!
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.
We offer broad options to help our clients achieve their financial goals.
We create turn-key marketing programs that are easy to implement and track, including but not limited to:
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: