Dorothy Ostella

Administrative Assistant at STRATEGIC FAMILY WEALTH COUNSELORS - Fairfield, NJ, US

Dorothy Ostella's Contact Details
HQ
973-575-3444
Location
Verona, New Jersey, United States
Company
STRATEGIC FAMILY WEALTH COUNSELORS
Dorothy Ostella's Company Details
STRATEGIC FAMILY WEALTH COUNSELORS logo, STRATEGIC FAMILY WEALTH COUNSELORS contact details

STRATEGIC FAMILY WEALTH COUNSELORS

Fairfield, NJ, US • 5 - 9 Employees
Financial Services

Strategic Family Wealth Counselors, LLC is an SEC Registered Investment Advisor firm that is dedicated to providing comprehensive financial planning and ongoing support to assist our clients on their road to financial success. Each member of our team is driven to not only meeting, but surpassing the needs and expectations of our clientele. We have found that the most important characteristic that people look for when choosing an Investment Advisor is integrity. Our team exhibits a level of integrity and a work ethic reminiscent of the kind of mom and pop businesses that this country was founded on. We operate in the "high-touch", relationship-driven financial services industry and maintain a highly personalized level of service. We help our clients simplify the demands of managing their wealth to enable them to devote time to their business, personal endeavors, and their family. We carefully position our client's assets using a complex, yet easy to understand asset allocation strategy. We also develop and implement unique and comprehensive financial plans to help simplify, consolidate and integrate every aspect of our clients' financial future.

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Details about STRATEGIC FAMILY WEALTH COUNSELORS
Frequently Asked Questions about Dorothy Ostella
Dorothy Ostella currently works for STRATEGIC FAMILY WEALTH COUNSELORS.
Dorothy Ostella's role at STRATEGIC FAMILY WEALTH COUNSELORS is Administrative Assistant.
Dorothy Ostella's email address is ***@strategicfamilywealth.com. To view Dorothy Ostella's full email address, please signup to ConnectPlex.
Dorothy Ostella works in the Financial Services industry.
Dorothy Ostella's colleagues at STRATEGIC FAMILY WEALTH COUNSELORS are Steven Smith, Bernadette Rosen, Mike Dwyer, Timothy Boulanger, Joseph Sluck, Mark Bracci and others.
Dorothy Ostella's phone number is 973-575-3444
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