FlagStone Retirement Consultants

The quality of the documentation and consulting services provided during your Tax Deferred Exchange are critical to its success. To ensure the highest level of service as a National "Qualified Intermediary" under Internal Revenue Code Section 1031, the principals of 1031 Exchange Specialists, Inc., George M. Christofely, CPA * and William T. Steffens, are proud to have exchanged over 5000 properties aggregating over $2 billion throughout the United States and U.S. Virgin Islands during the last thirteen years.

Fortress Financial in Ocean City, NJ, specializes in investment planning, providing services such as retirement planning, tax management, estate planning, education funding, risk management, and employee benefits. The dedicated staff is committed to offering objective financial advice and customized strategies for each client. With a focus on individualized service, Fortress Financial aims to help clients navigate financial decisions with expertise and care. Their comprehensive approach includes tailored solutions for retirement, taxes, estate planning, education funding, risk management, and employee benefits. Generated from their available business information

As a Personal Financial Representative in Marmora, I’ve gotten to know many local families. I understand that when it comes to planning for your financial future, each person’s needs are unique. That’s why when you contact me at my Marmora office, you’ll receive personalized service based on your...