Main Street Financial Solutions, LLC provides knowledgeable, customized financial planning and investment advisory services. Our practice is based on integrity, trust and financial planning expertise. We have the knowledge to provide financial planning and wealth management services to individuals, families and small businesses. To insure that our client’s best interests come first, we are fee-only which allows us to be completely objective in our recommendations. Each one of our advisors has passed the Certified Financial Planning Board's education curriculum. To ensure you have the most up to date financial planning tools and knowledge to protect your investments, we are constantly learning and continuing our education. At Main Street Financial Solutions we focus on long-term relationships and want you to feel like you are part of our family as we work together to help achieve your financial and personal goals.

Processed mortgage home loans Ran Credit Checks Calculated DTI ratios Verified employment Submitted loan packages to Lenders

Garden State Trust is a premier New Jersey independent trust company providing investment management, trust and estate services and elder solutions for retired and soon-to-be retired individuals. Garden State Trust was founded on three very simple guiding principles – communication, objectivity and above all trust. Members of our management team have over 30 years experience providing clients with the peace of mind of knowing they have access to a comprehensive array of services designed to meet their needs today and tomorrow. Experience the Garden State Trust Difference * Dedicated to finding solutions * Strong commitment to quality and caring service * Deep understanding of retirement needs * Careful analysis of client goals and circumstances * High level of responsiveness by seasoned professionals Garden State Trust … Spanning generations with integrity and experience you can trus

Our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice. Clients of Weingarten Associates include individuals, families and small business owners seeking a comprehensive financial management service to meet life's financial challenges. You will find our methods of carrying out this mission to be quite different from that of other financial advisory firms. Whereas most firms will construct a financial plan for you, their primary purpose in doing so is to capture and manage your investment assets. At Weingarten Associates, we recognize that real financial planning requires us to play a financial management role that goes beyond your investment portfolio. The financial plan is just the beginning of an advisory process that continues to address all of your financial needs as they arise over the course of your lifetime. Weingarten Associates acts as your personal financial manager, measuring success by your ability to achieve your financial goals. While we certainly strive to provide our clients with a positive investment experience, what most clients are concerned about is a substantial return on life!

Redwood Wealth Management Group is an independent Registered Investment Advisor providing comprehensive investment and planning services to wealthy families and businesses. We serve as our clients’ advocates by striving to deliver independent, objective, and comprehensive financial advice. Our mission is to deliver a comprehensive, integrated approach to help clients manage their financial lives and make the best use of their resources.

Dumont & Blake Investment Advisors delivers peace-of-mind financial solutions. We have been in the Financial Advisory business for decades and currently manage more than $275 Million in client assets. Our investor clients receive a custom-tailored and intelligently balanced portfolio of Stocks, Bonds and ETFs so that their wealth is preserved, assets grow over time, and they have plenty of money for retirement. 1. ABOUT DUMONT AND BLAKE • Independent Registered Investment Advisors • More than $275 million in assets under management • Management team has an average of 25 years in the portfolio management and advisory business • Client portfolios are structured using stocks, bonds and exchange traded funds (ETFs) • Clients have direct access to the management team and decision makers • Our compensation is fee-based, not commission-based • We build long-lasting relationships with our clients 2. STRATEGIES Dumont & Blake Investment Advisors employs sophisticated investment strategies to manage client portfolios. We offer the following portfolio strategies: A. Core Equity Strategy B. Exchange Traded Funds (“ETF”) Strategy C. Enhanced Income Option Strategy (“EIOS”) D. Tactical Allocation Strategy 3. SERVICES We Deliver: • Financial solutions for individuals, business owners, widows/ widowers, divorcees, retirees, seniors, charities, and trustees, including asset consolidation to simplify your financial life • Tax efficiency and cost effectiveness • Help in meeting the challenges of your life-changing events, such as retirement, loss of a spouse, divorce, selling or buying a business, paying for college, and caring for elderly parents • Retirement income planning • Estate coordination 4. EARNING YOUR CONFIDENCE AND TRUST We look forward to partnering with you to structure and guide your financial success. It’s ALL about you.

-Interned as an assistant to certified financial advisor, who specialized in assisting qualified individuals, families and business owners. -We were able to help clients pursue lifelong investment goals with safe and sound financial strategies.-Reviewed individual client portfolios, used objective financial advice and investment management strategies to tailor a portfolio for their own personal situations.

Manage a tactical, long/short sector rotation portfolio utilizing ETFsInvestment management & financial planning for individuals and families looking to achieve financial goals

• Assisted certified financial planner for LPL Financial with large book of business overseeing all operational aspects of investment firm.• Administered and settled estates by collecting and gathering the assets of the estate, paying debts and distributing the assets to the heirs.• Prepared, updated and maintained client accounts prior to client appointments. • Ensured that client’s accounts were opened, funded and maintained properly. • Processed transfers, direct rollovers and 1035 annuity exchanges.• Prepared daily performance reports for financial advisors including net worth statements of portfolio holdings, income generating reports, and allocations reports.• Traded stocks, bonds and mutual funds per client’s specifications under financial advisor’s license.• Counseled clients, managed portfolios, and grew sales due to the ability to build excellent customer rapport.• Assisted in preparation and e-filing of over 500 individual and business tax returns for company’s clients.• Input and tracked customer information using GoldMine, Customer Relationship Manager software.• Invoiced clients, received and posted payments, billed delinquent clients and called clients for back due collections.

Legacy Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability to provide financial independence.

Friedenthal Financial is an investment management firm designed to address the challenges plaguing so many investors in recent years. Our business philosophy places great emphasis on ascertaining the right level of risk for each client and providing him/her with the utmost transparency and flexibility. We believe our clients should know exactly what they own at all times and have access to their money without any waiting period. We also recognize the importance of procedural safeguards. As such, our clients receive independent account statements and transaction confirmations directly from their account custodian, Charles Schwab. It is very important that we work with clients to design the right custom portfolio for their needs, keeping in mind age, retirement horizon, capital needs, tax status, and risk tolerance. We create efficient and truly diversified portfolios, using asset allocation across a variety of equity, fixed income, and commodity sectors. Investment selection incorporates macroeconomic expectations as well as mathematical optimization. Check out our Blog! http://FriedenthalFinancial.wordpress.com The primary purpose of this Linkedin page is to provide a very brief description of Friedenthal Financial along with links to our website and our blog. We are not rendering or offering to render personalized investment advice or financial planning advice through this Linkedin page or any of its attached links. Friedenthal Financial will render investment advice to potential clients only after: (i) we have delivered a disclosure statement to the potential client as required under applicable securities laws, and (ii) the potential client has executed and delivered Friedenthal Financial’s investment advisory contract to us. We will provide investment advisory services to clients only in states in which Friedenthal Financial is registered as an investment adviser or is exempt from registration.

Our focus is you—your financial goals, your legacy and your retirement. River’s Edge Wealth Partners is dedicated to helping you develop, implement and monitor a wealth strategy that’s designed to address your needs, wants and long-term objectives. We understand the challenge families face today. From managing debt to saving for college to planning for retirement, River’s Edge Wealth Partners is there for you every step of the way. Our commitment is to utilize our resources to help you accomplish your objectives and protect your legacy. Through investment management, charitable giving advice, budgeting, wealth transfer and tax planning, our family office will create a total financial strategy tailored to your goals. We work with our strategic partners to help ensure your family’s wealth plan and legacy are well-coordinated and optimized. We believe in thinking “out of the box” and are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment and efforts are focused on you, the client, and your satisfaction. Whatever your goals, we’ll customize an investment strategy to work towards them. And if your goals change, the market fluctuates or different investment products become available, we’ll give you individualized advice about how to protect your retirement. As your investment advisor, we’ll be with you every step of the way—through all of life’s changes—helping you secure a sound financial future. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit: http://www.RiversEdgeWealth.com Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. https://www.finra.org, https://www.sipc.org/