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Skloff Financial Group | Investment Management | Long Term Care Insurance
105 Wentworth Drive
Berkeley Heights, NJ 07922
Newark, NJ 07922
Skloff Financial Group is a full service wealth and investment management firm that accepts fiduciary duty - placing client’s best interests before any other party.
Services include long term care insurance: http://www.skloff.com/services-ltci.htmt: view phone908-464-3060
Skloff Financial Group | Investment Management | Long Term Care Insurance offers the following products and/or services:
» Financial AdvisorsSkloff Financial Group is an independent Registered Investment Advisor (RIA).
Fidelity Investments Fidelity Institutional Wealth Services client
Client First – It’s the Law. When managing wealth for institutions and individuals, Skloff Financial Group always acts as a fiduciary. As a fiduciary we are obligated by law to act in the client’s best interest – before the company’s best interest.
Unlike most full service wealth and investment management firms:
· we have no proprietary products
· our research is truly independent
· we refuse to publish research on an investment banking client
· our fiduciary duty is cherished, not labeled as ancillary to reduce responsibility
· we are compensated with fees, like a surgeon or an attorney – not commissions, like a salesperson
401k, 403b, 457 Account Management Service:
http://www.skloff.com/services-401k-403b-457.htm
Free Long Term Care Insurance Quotes:
http://www.skloff.com/services-ltci.htm
Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group Biography
http://www.skloff.com/biography.htm
Mr. Aaron Skloff received a Bachelor of Science (BS) in accounting from Penn State University's Smeal College of Business and a Master of Business Administration (MBA) in finance from New York University's Stern School of Business. He is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Institute (formerly the Association for Investment Management and Research). He is an Accredited Investment Fiduciary (AIF), in affiliation with the Center for Fiduciary Studies. He is a Financial Advisor and the CEO of Skloff Financial Group.
Mr. Skloff's equity research reports have been published on the two largest financial research databases, First Call and Multex. During the course of his professional career, he has been cited by Associated Press, BusinessWeek, Dow Jones, Fortune, Princeton Business Journal, Reuters, Wall Street Journal and other news organizations. Mr. Skloff has taught finance courses through Rutgers University.
His credentials include:
• CEO of Registered Investment Advisor
• Investment Advisor Representative
• FINRA Security License - General Securities Representative - Series 7
• FINRA Security License - Combined State Law - Series 66 (combination of Series 63 & 65)
• California Partnership for Long Term Care Insurance Certification
•Aaron Skloff is certified to sell long-term care insurance approved by the Connecticut Partnership for Long-Term Care
• New Jersey Long Term Care Insurance Partnership Program Certification
• New York State Partnership for Long Term Care Insurance Certification
• Pennsylvania Long Term Care Partnership Certification
• Virginia Long Term Care Partnership Certification
And the following insurance licenses:
• Life
• Annuity
• Long Term Care
• Disability
• Accident
• Health
• Umbrella
• Property
• Casualty
• Fiduciary Bond
• Business Liability
• Business Interruption
• Errors and Omissions
• Workers CompensationPhoto Gallery
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