DUPHINEY FINANCIAL NETWORK is a financial services company based out of 400 MORRIS AVE SUITE 227, DENVILLE, New Jersey, United States.

Summer internship candidate as Financial Analyst trainee. Responsibilities included: tax, investment, estate, insurance and retirement planning support to Black Coral’s president.

Quadrant Private Wealth is an independent, boutique wealth management firm, owned by its partners and built especially for our clients. Quadrant offers a complete spectrum of investment strategies geared towards preserving and growing wealth. We strive to protect our clients from what can go wrong by focusing on managing risk. Our private wealth advisors consider a broad range of investments that include traditional and non-traditional asset classes. We’ll evaluate your individual circumstances, risk tolerance, goals, and future aspirations to create a sophisticated investment plan that fits your needs. Quadrant’s private wealth advisors will help you determine the best solutions with regard to estate planning, wealth transfer, and business succession planning. Our open platform gives us the agility to select mutual funds, ETFs, separately managed accounts, individual tax-exempt municipal bonds, options strategies, structured notes, insurance strategies, and alternative investments including hedge funds and private equity. Our criteria when selecting an investment is performance against peer groups, tax-efficiency, returns, and fit within the overall portfolio. Every investment in your portfolio has a methodic purpose for being there. We believe that all wealth management advice should be acutely centered on the independent needs of each client and their long-term goals. Our practice works to deliver innovative wealth strategies that manage risk and help you to achieve your objectives. We live by the principles of quality, integrity and credibility and are committed to being candid toward everyone we work with, always putting the client’s needs above all else. We spend a great deal of time and energy to make sure you understand how much—or how little—risk you need to take to accomplish your goals. We want you to understand what we are doing and why we are doing it.

Our mission is to empower our clients to succeed in the financial aspects of their lives. We strive to accomplish this through thoughtful, comprehensive, pragmatic financial counsel, personalized investment planning, risk management strategies and cutting-edge product solutions. Our philosophy recognizes the uniqueness of each client, and understands that solutions will be different for each family or business situation.We also believe that our clients are most assured when they are actively engaged in the planning and ongoing monitoring processes. Much like any other business owner, CEO or household, you are responsible for the direction, we will create the plan of action and help see that it is carried out. Our Foundation Integrity Your interest and well-being are what drive our decisions. Your goals are the priority. Values We maintain the highest standards of duty, honesty, trust, and honor. Commitment We affirm our Fiduciary duty to you and hold true to your financial goals. Securities offered through Private Client Services, LLC (PCS), member FINRA(www.finra.org)/SIPC(www.sipc.org). Investment advisory services offered through IVC Wealth Advisors LLC. IVC Wealth Advisors LLC and PCS are not affiliated. This profile is published for residents of the United States only. Registered Representatives of Private Client Services, LLC (PCS) and Investment Advisor Representatives of IVC Wealth Advisors LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact IVC Wealth Advisors LLC at 215-392-6631.

“Making the Complex Simple” is our ultimate goal, the philosophy that defines us. Bringing clarity and vision to all of the financial decisions in your life is simply what we do. We strive to provide great advice along a range of financial services - not limited to investments - to help you find the straightest line to achieving your goals. Whether you’re focused on retiring on your own terms, or leaving something behind for the next generation, we can help. We are here to help manage your entire financial life. Our sound, straightforward, easy to understand recommendations are designed just for you. Just as a boat navigates though rough waters, we will strive to be there to throw you a life saver when you need it – giving you financial confidence. So whatever phase of life you are in – whatever complexities you may face – our experienced professionals are equipped to guide you through. ______________________________________________________________________ Evans Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Parisi Gray Private Wealth Management is a Registered Investment Advisory firm with expertise in investment management, financial planning, and comprehensive wealth management services for high net worth and ultra high net worth families. We focus on a small number of clients to ensure maximum focus and attention. We manage the investments and overall financial affairs of clients that range in size from $1mm to over $100mm in investable assets. We have chosen as our custodian of choice Pershing Advisor Solutions, a Bank of New York Mellon Company. Pershing's parent company, BNY Mellon, is the largest and one of the safest custodian banks in the world. It safeguards over $45 trillion in custodial assets on behalf of firms like ours. Our clients safekeep their assets with the same custodian that works with the largest financial institutions, universities, foundations, corporations and governments around the world.

I worked for Rivertan Financial Group, LLC. In addition to basic financial planning for individuals, families, and businesses, Rivertan provides their clients with advice and guidance that is balanced and objective. Rivertan Financial Group is an independent firm. Since they have no affiliation with any investment firm, banking institution, or insurance carrier, their commitment is solely to making sure we do what is best for their clients. A majority of Rivertan's clients are those in the medical field, but they also deal with a broad variety of other business professionals and families throughout New Jersey and other states across the country.

KMJ FINANCIAL GROUP, L.L.C. is a financial services company based out of 881 THIRD STREET, SUITE B-4, WHITEHALL, Pennsylvania, United States. Securities and advisory services are offered through Commonwealth Financial Network®, https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. KMJ Financial Group, LLC 881 3rd Street Suite B-4 Whitehall, PA 18052 610-443-2243. The Financial Advisors associated with this website may discuss and/or transact business only with residents in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Managed northwestern division of national pension fund advisory company specializing in investments in residential development projects. Managed an investment portfolio of $2.9 billion in 27 projects. Grew the division 23% in 12 months. Settled a $35 million class action lawsuit in Oakland, CA.

Our multigenerational team of wealth advisors helps ensure continuity and consistency for you and your family for years to come. We embrace a long-standing commitment to offering objective, unbiased advice and highly personalized service to each client. Financial recommendations are tailored to your needs and targeted to your goals. With your objectives in mind, we’ll work together to develop a comprehensive investment strategy. Our planning process includes ongoing communication, financial guidance and customized strategies that are monitored and fine-tuned as your life evolves. By addressing the challenges that come with wealth, we strive to preserve and grow what you’ve worked so hard to build. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member SIPC. The financial professionals associated with Foran Financial Group 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. 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.

BPP Wealth Solutions, LLC's mission is to help clients Build Protect and Preserve Wealth for Generations(TM). We help our clients clarify what they want and then we work with them to match their goals to their income and assets. Then we devise and implement their Security Income Plan (R) to map out how they can achieve their goals. Once the plan is in place and the goals are on their way to being fulfilled, we then create further planning to ensure that wealth can be handed down to future generations.

Alexander Capital, L.P. is a company based out of 17 State Street, New York, New York, United States.