Broker Check

Team

Our team consists of CPA's, industry professionals and our client service personnel. We also have access to lawyers. Our goal is to provide you with access to the best solutions we can find that meet your specific needs and goals. Our clients are a select group of individuals, business owners, senior executives, retirees and their families who work toward financial success using the specific skill set that our team provides.

 

Joseph Falbo, CFP®, CRC®, AIF®

President, LPL Financial Adviser

(908) 490-1190

(908) 464-5923

I am a CERTIFIED FINANCIAL PLANNER™. I have been a Financial Advisor since 1995 specializing in pre-retirees and retirees. I strive to help grow and preserve their wealth using cutting edge, customized and unique strategies. This...

Read more

Michael Anicito, CFP®

Client Services Manager, CERTIFIED FINANCIAL PLANNERâ„¢

908-490-1190

Michael (Mike) has been practicing financial planning for his clients since 2000 where he began his career at Merrill Lynch. Mike is a graduate of St John's University, earning a bachelor's degree in Finance. In 2011 Mike decided to...

Read more

Anthony Barbera, CFP, CPA

Certified Financial Planner, Certified Public Accountant

908-490-1190

Partner in the firm of Barbera & Barbera CPAs which he started in 1987. Specializes in tax planning for individuals, restaurant owners, construction business owners as well as does taxes for estate planning clients. Attended Montclair...

Read more

Walter Daszkowski, CPA

Certified Public Accountant, Financial Adviser

908-490-1190