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…
With over two decades of Banking expertise, Jerry is a highly motivated, experienced M&A loan officer. As a Senior Loan Officer with Live Oak Bank, Jerry specializes in financing an array of business transactions like Mergers & Acquisitions, Partner Buyouts, expansion projects, and owner-occupied CRE. He has an impressive record of handling business deals ranging…
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…
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…
