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Investments and Portfolio Management

We offer a full array of investment products from stocks, bonds, mutual funds, annuities and life insurance.

We are versed in portfolio construction that it will be diversified* so as seeking to be able to weather all kinds of market conditions.

*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

 

Services

  • Planning for Retirement
  • Estate Planning
  • Paying for Education
  • Investments and Portfolio Management
  • Preparing for the Unexpected
  • Business Owners Retirement Planning

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 856-582-3500
Fax: 856-582-3600

Email: david.maxwell@lpl.com

102 Heritage Valley Drive, Washington Township, New Jersey 08080

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Securities offered through LPL Financial, Member FINRA/SIPC

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