1390 US Highway 22 West
(908) 534-5445 ext. 2015
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...
(908) 534-5445 ext. 2010
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...
(908) 534-5445 ext. 2012
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...
(908) 534-5445 ext. 2014
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...