Our Firm

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.

 

For more information regarding the company or becoming a client, please contact:

Glenn Toussaint, CFP®, ChFC®, CLU®,  AAMS®, AWMA®, AEP®CFF®

Direct Office Phone:  908-253-3580 

Cell phone:908-578-4491

Fax:  908-450-1352

E-Mail:  gtoussaint@iaac.com