Broker Check

Your Professionals

Alexander Vasilantone, Jr.

President

(908) 534-5445 ext. 2015

[email protected]

Alexander Vasilantone Jr., President, is responsible for the overall vision and day-to-day operations of the company. He is a Registered Principal and Investment Advisor Representative of Securities America. He is also a Certified Fund...

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Dan Becker, BA, CFP®, EA

Financial Advisor

908-534-5445 ext. 2012

[email protected]

Dan Becker, CFP®, EA, is responsible for writing financial plans, investment and tax research, tax preparation, responding to and resolving IRS and state tax questions/problems, maintaining electronic order entry system & client...

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Barbara A. Lamont

Administrative Director

908-534-5445 ext. 2010

[email protected]

Barb Lamont, Licensed Administrative Associate and Operations Manager, is responsible for assisting Alex and Dan with their clients, ensuring the smooth flow of business processing between client and investment companies. Barb...

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Neil J. Altshuler, CPA, CFP®

Financial Advisor

(908) 534-5445 ext. 2014

[email protected]

Neil J. Altshuler, CPA, CFP®, has over 30 years of experience in tax return preparation and tax planning. He meets with clients to discuss financial goals, risk tolerances, income needs, and...

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