Broker Check


Since 1976 our clients have been coming to us for assistance. We value these relationships and believe that they continue because of our expertise and the unique level of service and support provided by our dedicated staff.

Key Contacts: (for Securities related questions/issues)

Jake von Halle

Financial Professional

973-256-2800 ext 104


Marianne Gargiulo

Manager: Underwriting & New Business

973-256-2800 ext 103

Meghan Quin Sayad

Employee Benefits Service Associate

973-256-2800 ext 113


Michele Belcaro

Medicare Enrollment & Claim Service Associate

973-256-2800 ext 101