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Skloff Financial Group

 
 
Community Trust

Telephone

908-464-3060

Services Provided

Financial Planning, Group Benefit

Serving

Individuals, Familes, Businesses, Non-Profits

Address

105 Wentworth Drive Berkeley Heights, NJ 07922

Website

http://www.skloff.com
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About Skloff Financial Group

Skloff Financial Group is an independent Registered Investment Advisor (RIA)

Client First – It’s the Law. When managing wealth for institutions and individuals, Skloff Financial Group always acts as a fiduciary. As a fiduciary we are obligated by law to act in the client’s best interest – before the company’s best interest.

Our CEO, Aaron Skloff, holds a Accredited Investment Fiduciary (AIF) designation, Chartered Financial Analyst (CFA) designation and Master of Business Administration (MBA) degree.  His 20 years of experience at the largest financial services companies in the world has proven priceless to hundreds of clients.

Throughout his career he has taught finance courses through Rutgers University and has been cited by BusinessWeek, Fortune, Dow Jones, Associated Press, Princeton Business Journal, Reuters and the Wall Street Journal.
 
Solutions for businesses and management teams include:
  • Retirement Plans: 401K / 403B / 457
  • Non-Qualified Deferred Comp Plans
  • Flexible Spending Accounts: 125
  • Major Medical Health Insurance
  • Succession Plans: Key Man Insurance
  • General Business Liability Insurance
  •  
SoluSolutions for individuals and families include:

Phone: 908.464.3060