Alloy

Alloy
900 North Kings Highway · Cherry Hill, New Jersey 08034 · 856.667.4100 · 215.563.0276 · Fax: 856.667.3652
165 North White Horse Pike · Hammonton, New Jersey 08037 · 609.561.1555 · Fax: 609.561.8596

Personal Financial Services

In many ways, an individual's financial planning is no different from that of a business. For clients who entrust us with their personal finances, our primary objective is to provide them with unique and relevant strategies. To enhance the firm's ability to provide state-of-the-art financial planning services, one of our associates has earned additional certification as an Accredited Personal Financial Specialist.

After current financial status is examined and short and long-term goals are set, appropriate strategies are then developed to achieve these goals. As with a business, regular performance evaluations will determine whether the current plan is still achieving desired results.

As a part of a personal financial plan, investment planning, income tax planning and risk management evaluations are used to establish and provide for retirement and estate planning objectives, as well as funding the educational needs of children. Since the firm does not stand to benefit from recommending one financial product over another, our advice is impartial and always in the best interests of our clients.

We currently have individuals licensed to offer securities in the states of New Jersey, California, Connecticut, Washington D.C., Delaware, Florida, Maryland, Nevada, Pennsylvania, Texas and Wisconsin and to offer investment advisory services in New Jersey, Connecticut, Delaware, Florida, Maryland North Carolina, New York, Pennsylvania, Texas and Wisconsin. This is not an offer to sell or provide investment advisory services in any other state or jurisdiction. Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc.

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