If you are not yet a client, your first and most important step is to reach out to us to set up a complimentary appointment. Nothing can happen until you take that initiative. Call us to discuss what you should bring to our meeting and to set up a date and time.
We are conveniently located on the corner of Haddon and Crystal Lake Avenue’s, in front of the Westmount “PATCO” Station and across the street from Treno’s Pizza Bar.
FINANCIAL ADVISOR
EXECUTIVE DIRECTOR-INVESTMENTS
Jerry has been giving financial advice to families, affluent corporate executives, physicians and non-profits since 1984. Through his experience and the support of Oppenheimer he has the resources to address all client needs. Jerry graduated from Upsala College and has been with Oppenheimer since 1998. He resides in Voorhees, NJ with his family, enjoys the Jersey Shore, reading and traveling.
In addition, Jerry is also licensed for life, health and annuities in the states of California, Colorado, Connecticut, Delaware, Florida, Maryland, New Jersey, New York, North Carolina and Pennsylvania.
Jerry has been named a Five Star Professional Wealth Manager for 10 Consecutive years.
FINANCIAL WEALTH ASSOCIATE
Michael joined Oppenheimer & Co. Inc. and The Haddon Township Group in Jan of 2022 to work alongside his father. His prior experience in the financial industry began in the insurance and mortgage businesses. His prior work in home remodeling allowed him to pay great attention to detail. As a former lacrosse coach and player Michael learned to focus on helping individuals reach their potential and create goal setting strategies. He earned his Bachelor’s degree in Political Science from Montclair State University. In his spare time he enjoys watching sports, playing golf, reading, and cooking.
Michael holds the following FINRA registrations: General Securities Representatives (Series 7) and Uniform Combined State Law (Series 66) and the Securities Industry Essentials. (SIE)
Registered