Planning For Your Future

In today's world of financial complexity, you need a complete array of reliable tools that provide solutions. 

We offer products and services that help enhance your financial strategy, and may prove to be a great benefit for you, your family and/or your business.

Jeff Susskind has advised clients in the financial services industry for over three decades.   He currently specializes in insurance and investments for individuals and small business, providing a focus on estate and retirement planning.

Jeff has spent his career working with business and executive creating long range financial and insurance plans.  He has qualified for the Top of  The Table and The Million Dollar Round Table.

Since 1989,  Jeff has worked to assemble a respected team of strategic partners which features, attorneys, certified public accountants, insurance, investments and employee benefits specialists. 

Jeff is a graduate of Muhlenberg College and received his MBA in Finance from Hofstra University. In addition, he holds the advanced insurance designation of Chartered Life Underwriter (CLU).

Jeff is a  resident of West Orange for over 25 years, with his wife, Shari-Beth and their three  sons, Jacob, Ben and Noah.