Christopher Gervasi

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Cherry Hill is here for you, serving western New Jersey, including Camden and Gloucester City as well as downtown Philadelphia. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Whether you are a new or seasoned investor, EXECUTIVE FINANCIAL GROUP will assist you with the insight and objective advice you need to create an effective investment program tailored to your financial needs.

Secure Planning Group, LLC is a leading individual and corporate planning firm. Whether you are an individual or a company, Secure Planning Group, LLC has you covered. We work with individuals, business owners, and families alike to deliver an objective approach to individual and corporate financial planning. Clients have grown to expect a thorough and comprehensive experience when working with our advisors. We strongly believe that there is no “one size fits all” approach when it comes to managing your money and providing benefits to you, your family, and your employees. In the world we are living in today, it is important to understand that people are living and working longer.