Meet Our Strategic Partners
Using our network of professionals to deliver a holistic and tailored financial strategy.
The experts we work with bring their diverse outlook and experience into our services, providing you with a more well-rounded financial plan. Learn more about their experiences and expertise and see how we can apply our knowledge to meet your unique needs.
Rocco J. Labella
Tax, Trust & Estate Planning
Tax and estate matters, when handled properly, can impact your family now and well into the future. When the need for advanced solutions arises, we consult with Rocco J. Labella, with Ferro Labella & Weiss. With an LL.M in taxation and his J.D. from New York University School of Law, Rocco has specialties in a wide variety of tax-related matters, including estate and business succession planning, estate administrations, mergers and acquisitions, and limited liability company and limited partnership transactions.
Property & Casualty Insurance
P & C coverage for personal and business needs can provide opportunities to immediately save money and can protect you in the future from unnecessary liability. When we want to make sure your protection is being handled properly, we consult with the professionals at Donnelly & Sproul. In business since 1927, Brian and his team, Brielle, Dawn & Yetty, are committed to making sure you have the proper coverage at a fair price. Because they’re truly independent, they can shop some of the most trusted names in the insurance industry to get the best deal for you, not the insurance company.
Chris & David Gubb
Keller Williams - The Gubb Team (Real Estate)
Whether you’re upsizing/downsizing, planning on moving out of state, or growing your real estate portfolio, there’s a reason why the mother-son duo at Keller Williams has consistently been in the top 1% in all Bergen County. When assessing your current or future real estate needs, we only consult with The Gubb Team for guidance. They’re the go-to sales experts in staging, marketing, timing, and negotiations. Chris, David, and their team get extraordinary results for their clients because they live by one simple philosophy: “Do More Than Expected.”
We also have additional CPA and mortgage lending strategic partners that we regularly consult with. Due to corporate restrictions, we’re not able to highlight them here, but know that they’re on our speed dial and ready to offer their help regarding your specific circumstances.