Duncan & Associates

Elite Consulting Partners, based in Moorestown, NJ, is dedicated to empowering financial advisors and firms to make strategic moves that enhance their business values and client experiences. With a deep understanding of the financial services ecosystem, the company offers a range of services from advisor transition solutions to practice management and marketing services. Founded by CEO Frank LaRosa, the firm prides itself on its commitment to client satisfaction and delivering personalized, professional support. Through a network of strong relationships within the industry, Elite Consulting Partners aims to simplify the complex challenges faced by financial advisors, driving growth and innovation in their practices. Generated from the website

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

Newton One Advisors is an independent Life Insurance Advisory firm based in Newark, DE, specializing in risk management, wealth transfer, and business succession planning for affluent clients and their advisors. With a focus on advocacy and independence, they provide tailored financial strategies and services to meet the unique needs of their ultra-affluent and corporate clientele. As a member of the M Financial Group, Newton One benefits from a network of over 130 independent firms, allowing them to offer innovative and customized products that align with the specific objectives of their clients. With a commitment to providing advice and service that they would implement for themselves, Newton One aims to support their clients in navigating the complexities of the ever-changing financial landscape.Generated from the website