Paul Thomasset and his business partner Kevin Benoit are in the business of helping our clients make successful financial-related decisions to achieve their goals throughout each life stage. We are driven by the quality, success, and longevity of our client relationships.
Our clients represent a cross-section of backgrounds, professions, and life-stages. We have particular experience serving BUSINESS OWNERS & EXECUTIVES and their FAMILIES and COMPANIES
We provide the full spectrum of financial services you'd expect from a high quality financial advisor investment planning, retirement planning, estate planning strategies, asset allocation etc. What distinguishes us is that we aim to combine the most appropriate PEOPLE, SOLUTIONS, and SERVICES striving to create successful client & advisor relationships:
TEAMWORK: Our clients have access to a team of talented financial professionals with distinctive and complementary capabilities, perspectives, and experience dedicated to helping achieve their financial goals and providing high quality service.
COMMUNICATION & COLLABORATION: Effective two-way communication is a core component of a successful, lasting client & advisor relationship. We invest the time and effort to listen, understand, educate, and inform through regularly scheduled meetings.
LONG-TERM FOCUS: There are no short cuts to earning our clients' trust and advocacy. Our clients measure our performance on how effectively we help them achieve their long-term financial goals, cross generations of their families.
Meadowlands Regional Chamber of Commerce: Mar 2013 – Present
Lee Memorial Library: Jan 2011 – Dec 2012 Strategic Plan Steering Committee
Allendale Financial Advisory Committee: 2011-Present
Holiday Observers: Board of Trustees, Past President
110 person 503c service organization.
CT, FL, MA, MD, NJ, NY, PR, TX
Accident & Health, Life, Variable
NJ, NY, TX