Masso - Torrence Wealth Management | 401K Plan Consulting is a boutique, independent firm focusing on corporate retirement plans and comprehensive financial planning for physicians, attorneys, and small business owners. For regulatory purposes, we cannot post or respond to comments or e-mails through this site. This communication is strictly intended for individuals residing in the states of CA, DE, FL, GA, NJ, NY, PA, UT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Masso Torrence Wealth Management Inc. (“Masso Torrence”) is a Registered Investment Advisor. Please visit our Website https://www.massotorrence.com for important disclosures. Masso - Torrence Wealth Management | 401K Plan Consulting, 270 N. Elmwood Road, Suite H-160, Marlton, NJ 08053. T: 800.989.8699 | 856.988.6664

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.

-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.

• 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.

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/

McLaughlin Private Wealth is a boutique financial advisory firm providing comprehensive wealth management and advanced planning advice to clients for whom we can make a significant impact in their lives. Our process puts our client’s financial success at the heart of every action, planning for tomorrow while having the confidence to live for today and enjoy their wealth. The firm works in a fiduciary capacity with accomplished clientele including multi-generational families, professionals planning for retirement, women in transition through divorce or widowhood, and entrepreneurs preparing for a liquidity event. Their financial, investment management and estate planning services are grounded in deep discovery and incorporate thoughtful, consultative, and transparent strategies that address the client’s most complicated and unique needs and objectives while fostering trust and building long-term and meaningful relationships. The firm’s high-touch and team-oriented approach serves select clients and often the adult “children” of their clients in key areas of financial decision-making helping them preserve, safeguard and transfer wealth, take care of and protect their heirs, actively manage risk, mitigate taxes, and establish a plan of charitable giving. For more information on McLaughlin Private Wealth, visit www.mclaughlinpw.com or call 856-216-8444. Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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.

Everyone has different goals for the future, but one thing is the same: you cannot achieve your goals without beginning to plan for it right now. Krietzberg Wealth Management is here to help you start building your tomorrow today. Curtis and David Krietzberg, two brothers with a wealth of financial experience and credentials, apply their unique, holistic wealth management approach to both personal and corporate investment plans. Individual investors rely on Krietzberg Wealth Management for its thorough wealth management process and comprehensive investment management, insurance and estate planning. The Krietzbergs know that any discussion about the future starts in the present with a comprehensive review of investments, taxes, estate planning and insurance. It is this attention to every financial detail that enables Curtis and David to help individuals truly meet their short and long-term financial goals. Company owners depend on Krietzberg Wealth Management to manage both large and small corporate retirement plans. In many cases, Curtis and David also manage the personal investments for company owners and partners. Registered associates of Krietzberg Wealth Management are registered representatives of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Krietzberg Wealth Management is not an affiliate of Lincoln Financial Advisors.