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The Professional Advice Puzzle

When you enter the 6 Steps to Financial Freedom Seminar, the first thing you’ll notice is that nobody is there to sell you anything! We’ve brought together the area’s most knowledgeable and respected industry experts by invitation only…professionals who are dedicated to educating attendees on the proper tools and techniques to set them up for long term sustainability.

Each professional is set up at his or her own table awaiting your one-on-one questions in their area of expertise:

Certified Public Accountant
Estate Planning Attorney
Financial Planner
Mortgage Company
Real Estate Attorney
Property & Casualty Insurance Agent

Certified Public Accountant

Rely on your accountant for expert advice on all financial aspects of your life — from minimizing tax implications to recommendations for filing taxes in a way that best fits your financial needs.

Whale Mallozzi & Padgett PC
Thomas J. Whale
3301 NJ-66 #130
Neptune City, NJ 07753
Phone: (732) 945-5995
Click Here to Learn More

Estate Planning Attorney

It is critical to properly plan to protect your estate. An attorney who specializes in estate planning will help you protect your family and the assets you’ve worked hard to build.

Zager Fuchs, PC
Richard Angelo
268 Broad St
Red Bank, NJ 07701
Phone: (732) 747-3700
Click Here to Learn More

Financial Planner

No matter what age you are it always makes sense to work with a financial planner. These professionals work with you to make the proper investments and decisions to meet your overall financial goals.

New York Life Insurance Company
James Reuter
1963 RT 34 BLDG B STE 201
Wall, NJ 07719
Phone: 732-282-0901
Click Here to Learn More

Mortgage Company

There are many different types of loan programs out there, so it is critical to pick a program that aligns with your family’s financial goals and tolerance. Your mortgage consultant can help you evaluate these options to make sure you make the best possible decision.

CrossCountry Mortgage, LLC
Lawrence Montani
960 Holmdel Road Building II Suite C
Holmdel, NJ 07733
Phone:(732) 455-8990
Click Here to Learn More

Property & Casualty Insurance Agent

All mortgages require that you show proof of homeowners’ insurance on your new property. An insurance agent can help you determine the specific type and amount of insurance coverage that fits your needs.

All State
Robert Gleason
186 County Rd 537
Colts Neck, NJ 07722
Phone: (732) 431-4033
Click Here to Learn More