Broker Check

Meet Our Advisors

advisors

Jefferey Cappelle

Jefferey Cappelle

Financial Representative

856-629-2111

856-875-6606

Thomas Caprio

Financial Representative

908-272-1890

908-272-1891

James Flannery

James A. Flannery

Vice President & Financial Representative

732-923-1331

732-923-1441

Nancy Ireland

LPL Registered Administrative Associate

732-923-1331

732-923-1441

Thomas Musumeci

Thomas A. Musumeci

Financial Representative

732-923-1331

732-923-1441

Thomas Musumeci

Thomas E. Musumeci

Founder and President

732-923-1331

732-923-1441

Franklin Raines

Franklin Raines

Financial Representative

302-616-3564

Patrick Whelan

Patrick Whelan

Financial Representative

201-998-9855

201-955-2765

Joseph Perri

Joseph Perri

Financial Representative

732-923-1331

732-923-1441

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.