www.prestigewealthgroup.com
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Submitted URL: http://prestigewealthgroup.com/
Effective URL: https://www.prestigewealthgroup.com/
Submission: On January 25 via api from US — Scanned from DE
Effective URL: https://www.prestigewealthgroup.com/
Submission: On January 25 via api from US — Scanned from DE
Form analysis 2 forms found in the DOM
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</form>Text Content
Menu * Home * Meet the Team * Our Clients * Our Partners * Client Login * Contact RE: RETIREMENT How does your ideal retirement differ from reality, and what can we do to better align the two? Learn More WHEN MARKETS REACT When markets shift, experienced investors stick to their strategy. Learn More WORKING WITH A FINANCIAL PROFESSIONAL A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. Learn More RE: RETIREMENT How does your ideal retirement differ from reality, and what can we do to better align the two? Learn More WHEN MARKETS REACT When markets shift, experienced investors stick to their strategy. Learn More WORKING WITH A FINANCIAL PROFESSIONAL A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. Learn More RE: RETIREMENT How does your ideal retirement differ from reality, and what can we do to better align the two? Learn More MEET THE TEAM We create strategies that are tailored to your needs and goals. Learn more OUR PROCESS Years of experience have prepared us to guide you through your life transitions. Learn more OUR SERVICES Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. Learn more CULTIVATED FOR YOU YOUR GOALS ARE THE KEY TO RAMPANT GROWTH The best futures are achieved through naturally diverse investments. Like the strongest of trees, the seeds you plant today will lead to a lush canopy of comfort, shelter, and protection tomorrow. Organic growth underlies all we do at Prestige Wealth Group. Together, we'll design a roadmap that starts with the future you want and ends with your dream retirement. Our approach is designed to help your retirement weather the harshest of storms. OUR PROCESS No two people are the same, and our advisors know this better than most. Our deep financial knowledge and broad life experiences inform our every decision. We have only one goal in mind: your ideal future. With decades of experience, we’re excited to help you prepare for every eventuality, no matter what. OUR PHILOSOPHY We believe every person deserves access to sound, informed financial advice. Regardless of your situation, tolerance for risk, and goals, we’re ready to help you prepare for the future. Come rain or shine – together, we’ll encourage your investments to grow for years to come. YOUR GOALS. OUR STRATEGIES. Discover an array of services for all your financial needs. Investments Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls. Learn more Retirement Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come. Learn more Estate Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come. Learn more Insurance Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events. Learn more OUR TEAM MARK FLEKSHER 973-218-8733 mfleksher@prestigewealthgroup.com RICHARD GALGANO, CFP® 973-218-8733 rgalgano@prestigewealthgroup.com MATTHEW GERACI, CFP® 973-218-8733 mgeraci@prestigewealthgroup.com CHRISTOPHER RICH, MBA 813-288-4650 crich@prestigewealthgroup.com MERCEDES NEBELING Administrative Assistant 973-218-8733 clientservices@prestigewealthgroup.com TIM JOHNSON Operations Specialist 973-218-8733 tjohnson@prestigewealthgroup.com ALAN E. CONCHA III, CFP® Financial Advisor, CFP® 973-218-8733 aconcha@prestigewealthgroup.com DEBBIE MILLER Administrator 973-352.6872 dmiller@prestigewealthgroup.com HELPFUL CONTENT Curated articles, videos, and more, for a financially savvier you. A PRIMER ON DIVIDENDS A company's profits can be reinvested or paid out to the company’s shareholders as “dividends." Learn More WHAT IS MY LIFE EXPECTANCY? Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children. Learn More UNDERSTANDING FDIC INSURANCE FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question. Learn More HOW MUCH DO YOU KNOW ABOUT INVESTING? These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ." First Name Last Name Email Address Take the Quiz HAVE A QUESTION? WE'RE READY TO HELP. Name Email Address Phone Message Send Thank you! Oops! CONTACT Office: 973-218-8733 Fax: 973-846-7091 808 High Mountain Road Suite 2070 Franklin Lakes, NJ 07417 Send an Email QUICK LINKS * Form CRS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Securities America Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities offered through Securities America Inc., Member FINRA/SIPC and Financial Planning and Advisory services offered through Securities America Advisors Inc. Prestige Wealth Group, LLC is not affiliated with any Securities America Company.