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.
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:
- Financial Plans
- Education Savings Plans: 529
- 401K / 403B / 457 Rollovers
- Retirement Strategies
- Tax Advantaged Investment Strategies
- Disability / Life / Long Term Care Insurance
Phone: 908.464.3060
