Broker Check

1150 Raritan Road
Suite 201
Cranford, NJ 07016

James Minniti

(908) 709-0020 x145




James Minniti has been helping business owners and individuals successfully plan for their future. His knowledge and unique approach has grabbed the attention of many professionals whom he is assisting everyday. His professional...

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Thomas F. Bauman, CFP, ChFC,

Director of Investments

908-709-0020 x187


Tom provides a layer of specialization to the 70+ financial service professionals at the firm. His responsibilities include all areas of investment policy and design as it relates to the unique macroeconomic financial planning model....

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Mark is responsible for processing all new underwriting business as well as assisting in life brokerage.

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Robert’s vision and commitment is to help his clients discover that, with the right advice, guidance and strategies, they can create a robust balance sheet capable of weathering virtually any external financial threat or crisis...

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Steve Herzberg

Agency Control Officer

9087090020 x159