Asset Protection — Estate Planning — Pension Planning
Silver Level Partner
David Lerner Associates, Inc.
Atrium at Glenpointe
400 Frank W. Burr Boulevard
Teaneck, NJ 07666
Contact: Sacha Wilson, Investment Counselor, at 201.371.2635
The best way to find out about what David Lerner Associates, Inc., does is to make an appointment with one of their investment counselors or to make a reservation at an upcoming dinner seminar in your area.
Total Financial Concepts, Inc.
1090 King Georges Post Road, Suite 1107
Edison, NJ 08837
www.totalfinancialconcepts.com
Contact: Robert J. Tuzzo, President, at 732.225.7404
Total Financial Concepts, Inc. is dedicated to providing clients with excellence in integrated financial services. Understanding our client's goals and objectives and helping meet their unique needs is our number one priority. We use a discovery process, which leads to sound financial planning* through alliances formed with providers of financial products and services we specialize in the areas of Protection, Wealth Accumulation, Retirement Planning, Estate Planning, Business Planning, and Asset Management*. With more than 25 years in the financial services profession, Total Financial Concepts, Inc. is uniquely positioned to assist a defined segment of the population to help achieve their economic, and hence, their personal goals.