Mr. Hoffman has more than 15 years experience in business, banking and Investment Services. After working for Merrill Lynch throughout college, Mr. Hoffman joined Merrill’s 401k and Investment Services where he gained his thirst for client retirement planning. Since such time, Mr. Hoffman has focused on ensuring his clients are prepared for the unforeseen circumstances that life can deliver. This has developed into his core financial belief. “If we can work hard for years and try to attain an 8% average yearly growth, but we aren’t protecting the client and their family from an unfortunate event, then are we truly growing their assets over a complete lifetime?”
Hi there!
Be the first to review!
First-classBetter than mostAbout what I expectedNot the worst...Disappointing
Click to Rate

More Business Info

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

Fax: 908-719-1331

Services/Products
Estate Planning Insurance Planning Investment services Retirement Planning
Categories
Financial Planners, Financial Planning Consultants, Insurance
Provided by