Page 59 - The Connection Bernards-Ridge Edition December 2013
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NOVEMBER 2013
THE BERNARDS-RIDGE CONNECTION
PAGE 59
THE AEPG® DIFFERENCE: CONSISTENTLY RANKED AMONGTHE BEST OF THE BEST.
•
Investment Management
•
Retirement Planning
•
Estate Planning
•
Educational Funding
•
Cash Flow Projections
•
Insurance Analysis
•
Stock Option Analysis
•
Gifting Strategies
•
Trust Services
•
Asset Protection Strategies
•
Risk Management & Insurance
•
401(
k) and Retirement Plan Solutions
•
Employee Benefits
Credentials Matter–
Our expert staff offers an unparalleled breadth and depth of experience, training and knowledge across a range of financial
disciplines and skills, including CERTIFIED FINANCIAL PLANNER
®
(
CFP
®
)
professionals, Chartered Financial Analyst (CFA) charterholders, Certified
Public Accountants (CPA), Accredited Investment Fiduciaries
®
(
AIF
®
)
and Qualified 401(k) Administrators (QKA)
AEPG
®
is frequently named by major industry organizations
as a top wealth management firm and financial advisor in
NJ and nationwide. Some of our recent accolades include:
“2013
Top Registered Investment Advisors”
(
Financial Advisor Magazine, July 2013)
“
Best Financial Advisors for Dentists 2013”
(
Dental Practice Magazine April 2013)
“
Best Financial Advisors for Doctors”
(
Medical Economics Magazine, November 2012)
“
NJ 2013 Five Star Wealth Manager”
(
NJ Monthly Magazine Jan 2013)
Consistently Good Advice in a Constantly Changing World®
To learn more about how AEPG® can help you reach your financial goals, please contact:
Chris Schiffer
e:
908-821-9764
25
Independence Boulevard Warren, NJ 07059
p:
908.757.5600
f:
908.757.0511
toll free:
800.660.4015
AEPG® can provide practical advice on achieving a secure
financial future for you and your family and help educate
and guide you through life events with:
AEPG® also offers solutions for business
owners and practice partners for their:
For over 30 years, the clients of AEPG®Wealth Strategies have benefitted from
personalized, comprehensive wealth management and financial advisory services.
