Erin Hoffman is a Financial Advisor at Certified Financial Services, LLC (CFS), a wealth management firm headquartered in Paramus, NJ, providing individuals, families, and businesses with financial protection and wealth accumulation strategies. As a financial advisor, Erin is eager to take part in the growth and development of her clients’ financial futures. She helps to…
Lincoln is a seasoned financial advisor professional with Wells Fargo Advisors Financial Network with nearly 30 years of experience helping individuals, families, and businesses. He and his team of advisors and staff work to help clients maximize their goals for retirement, wealth transfer, college planning, and insurance needs primarily. Lincoln’s office is in Melville, NY, and…
Maureen Baker is a seasoned SBA Lending and Business Development Officer with over 15 years of experience supporting small businesses through expert loan origination, structuring, and portfolio management. Throughout her career, Maureen has demonstrated a deep expertise in SBA lending, having originated and managed complex credit transactions, including SBA 7(a) and 504 loans for business…
Nick offers his clients exclusive access to carefully selected late-stage Pre-IPO investments, private placements, and private real estate opportunities. His mission is to empower entrepreneurial investors, along with institutional and high-net-worth clients, by granting them exclusive access to some of the most prominent, late-stage, VC-backed companies before they go public. Check my background on https://brokercheck.finra.org/…
Robert has been in the Financial Services Industry for over 13 years. He received his BBA in Finance from Hofstra University as well as a JD from Hofstra Law. He started his career at an Equities Broker Dealer, was a Managing Director of Hedge Fund as well as a Partner at another mutual insurance company…
