Goal based financial planning in Haddon Township, New Jersey

Welcome to Michael G. Jevic, your trusted partner in financial services, located conveniently at 222 Haddon Avenue, Haddon Township, New Jersey. As a proud representative of Oppenheimer & Co. Inc., we bring over 140 years of experience and expertise to the table, offering a unique blend of local, hands-on service with expansive global capabilities. Our mission is to provide tailored investment strategies that align with each client’s unique needs and goals. At Michael G. Jevic, we leverage the extensive resources of Oppenheimer, along with the expertise of external investment management firms, to craft personalized strategies designed to help you achieve your financial objectives. Our team of seasoned Financial Advisors is adept at navigating a wide range of client situations, ensuring comprehensive and customized financial plans.

Welcome to Mary F. Lennon, a distinguished financial advisory service located at 222 Haddon Avenue, Haddon Township, New Jersey. As a proud affiliate of Oppenheimer & Co. Inc., we bring over 140 years of expertise in crafting personalized investment strategies that cater to the unique needs of each client. Our boutique approach combines local, hands-on service with global capabilities, ensuring that you receive comprehensive investment guidance tailored to your financial goals. At Mary F. Lennon, our team of experienced Financial Advisors is committed to understanding your specific situation and working collaboratively to develop a comprehensive plan designed just for you. We pride ourselves on our independence, which allows us to offer objective advice and access a full range of traditional and non-traditional investment products and services.

Welcome to Byron (Rob) Swarts, your trusted partner in finance located at 222 Haddon Avenue, Haddon Township, New Jersey. We specialize in providing personalized investment advisory, wealth management, and institutional services to individuals, families, and businesses. Recognizing that every investor is unique, we begin by listening to your needs and understanding your financial landscape to tailor strategies that suit your specific circumstances. Our affiliation with Oppenheimer allows us to offer a comprehensive range of investment services and products, ensuring that your capital is protected while you pursue financial growth. We are committed to managing risks with a focus on opportunities and prudent investing, considering factors like taxation and potential inflation that can impact your financial future.

Welcome to Jerry Jevic, your trusted financial partner located at 222 Haddon Avenue, Haddon Township, New Jersey. As a proud member of the Oppenheimer & Co. Inc. network, we offer a unique blend of local, personalized service with expansive global capabilities. For over 140 years, Oppenheimer has been at the forefront of investment strategy, combining tradition with innovation to meet the unique needs of each client. At Jerry Jevic, our dedicated team of financial advisors brings a wealth of experience across diverse client situations. By leveraging Oppenheimer’s extensive resources and collaborating with esteemed outside investment management firms, we craft personalized strategies that align with your financial goals. Our independence empowers us to provide objective advice, ensuring that every recommendation is made with your best interests in mind.