Contact

Contact

Daniel M. Kaplan

President, Equity Partner, Special Needs Planner

732-417-5336

Nathaniel Henein

Executive Vice President - Managing Partner

732-417-2402

Carl DeMarco, MBA, ChFC

Financial Advisor

Daniel Murphy, Financial Advisor

Verna Ulis

Financial Advisor

S.C. Yew

Insurance Broker

732-417-5379

Sandy Servidio

Executive Administrative Assistant

732-417-5345

Office Address

3rd Floor Suite 20 - 110 Fieldcrest Avenue
Edison, New Jersey
08837 United States

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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