Aaron Skloff, AIF, CFA, MBA CEO - Skloff Financial Group Financial Advisor Phone: 908-464-3060 Mr. Skloff received a Bachelor of Science (BS) degree in accounting from Pennsylvania State University’s Smeal College of Business and Master of Business Administration (MBA) degree in finance from New York University's Stern School of Business. He is a Chartered Financial Analyst (CFA), a member of the CFA Institute (formerly the Association for Investment Management and Research) and an Accredited Investment Fiduciary (AIF). He has taught finance courses through Rutgers University. Mr. Skloff’s equity research reports have been published on the two largest financial research databases, First Call and Multex. During the course of his professional career, he has been cited by Associated Press, BusinessWeek, Dow Jones, Fortune, Princeton Business Journal, Reuters, Wall Street Journal and other news organizations. As a Financial Advisor, he believes that his strongest assets are the relationships he establishes with his clients. Drawing on his 18 years of experience and knowledge, he provides clients with appropriate investment advice and personalized service. He is committed to working closely with his clients to develop an investment plan tailored to their particular needs. The plan includes a thorough understanding of objectives, realistic expectations, and an understanding of the risks and rewards inherent in all investment vehicles selected. Solutions for businesses and management teams include: • Retirement Plans: 401K / 403B / 457 • Non-Qualified Deferred Comp Plans • Flexible Spending Accounts: 125 • Major Medical Health Insurance • Succession Plans: Key Man Insurance • General Business Liability Insurance Solutions for individuals and families include: • Financial Plans • Education Savings Plans: 529 • 401K / 403B / 457 Rollovers • Retirement Strategies • Tax Advantaged Investment Strategies • Disability / Life / Long Term Care Insurance Mr. Skloff looks forward to serving your financial needs. At your convenience, kindly contact him to arrange a consultation.