Affiliated Firms


Livingston, NJ | Investment Management and Financial Planning

Granite Bridge Wealth Management

Brian Diffily and Brian Hartmann

Charelston, SC- opening soon


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Benefit Concepts, Inc.

Barrett Boychuck
109 N. Haddon Avenue
Haddonfield, NJ 08033

ClientFocused Advisors

New York City Office:
  347 5th Ave Suite 606
  New York City, NY 10016

Florida Office:
  Jason R. Hill, FSS
  2799 NW 2nd Avenue, Suite 105
  Boca Raton, FL 33431

Long Island Office:
  Matthew Hill
  191 New York Ave, 2nd Floor
  Huntington, NY 11743

Long Island Office:
  William Phillips
  24 East Park Ave 2nd Floor
  Long Beach, NY 11561

Donato Financial Group

Donato Financial Group, LLC

Nicholas Donato, Jr.
53-55 Broadway, Suite 53B
Park Ridge, NJ 07656

Generation III Solutions

Joseph J. Haas, III
1790 Yardley-Langhorne Rd
Heston Hall, Carriage House, Suite 202
Yardley, PA 19067

Headquarters Financial Group, Inc.

Kevin Lanahan
One Cattano Avenue, Suite 10
Morristown, NJ 07960
800-763-0301 x15

Two River Financial

Douglas Niosi
119 Maple Avenue, Suite 302
Red Bank, NJ 07701



Acorn Benefits, LLC

Daniel Keenan
30 Washington Avenue, Suite B-5
Haddonfield, NJ 08033




Broker Check

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Company Info

Main Office
290 West Mount Pleasant Avenue
Suite 2300, Livingston, NJ 07039
Phone: 973-994-0100
Toll Free: 800-933-7344
Fax: 973-994-2986

Office Locations