Glenn Toussaint CFP®,ChFC®,CLU®, AWMA ®,AAMS ®, AEP ®, CFF®
We are financial service professionals who specialize in helping business owners and individuals with asset management, comprehensive wealth management, tax, and estate planning and insurance.
Our team of financial professionals is focused solely on helping our clients meet their financial goals, both immediate and future.
We are intensely aware of the techniques involved in all aspects of financial planning, as well as the issues involved in these important decisions.
Whether working with a closely held family business to ensure its continued viability or helping a growing family plan for college, we will customize a program to meet your specific goals.
Dependability and Accountability
For help in ensuring your financial future, you can count on us. We are specialists in financial services. No distractions. No objective other than yours. Just steadfast commitment to helping you meet your financial goals, now and in the future.
Serving: California, Florida, Hawaii, New York, Ohio, Pennsylvania, South Carolina, Texas, New Jersey
- Address1200 Route 22 East, Suite 2000 Bridgewater, New Jersey 08807
- Category401K, Estate Planning, Financial Planning, Investment Management, IRA Rollovers, Life Insurance, Retirement Planning, Social Security Analysis
- LocationAllegheny County (PA), Bergen County (NJ), Bronx (NY), Brooklyn (NY), Broward County (FL), Charleston County (SC), Cuyahoga County (OH), Dallas County (TX), Essex County (NJ), Franklin County (OH), Greenville County (SC), Hamilton County (OH), Harris County (TX), Hudson County (NJ), Hunterdon County (NJ), Lehigh County (PA), Luzerne County (PA), Manhattan (NY), Miami-Dade County (FL), Middlesex County (NJ), Monmouth County (NJ), Northampton County (PA), Ocean County (NJ), Palm Beach County (FL), Queens (NY), Richland County (SC), Somerset County (NJ), Staten Island (NY), Sussex County (NJ), Tarrant County (TX), Union County (NJ), Warren County (NJ)