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Services

Couple Sitting with Financial Advisor

Initial Strategy Session

Meet with a member of

OPTIMUM FINANCIAL GROUP to discuss your financial goals.

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Request an Appointment

Working with Financial Documents

Annual Strategy Session

Schedule your annual review

with a member of

OPTIMUM FINANCIAL GROUP.

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Schedule Review Session

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Men with Calculator

Tax Strategy Session

Meet with a member of

OPTIMUM FINANCIAL GROUP

to discuss your financial goals.

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Request an Appointment

Greg Croll, Alex Dorofy, and Ralph Primerano are Financial Planners with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial

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Financial professionals are licensed insurance agents of Prudential. These financial professionals are permitted to brand under “Prudential.” LPLE and LPL Financial are not affiliated with Optimum Financial Group or Prudential.

 

eMoney is intended for informational purposes only and is not intended to replace official account statements from the sponsor or custodian. As always, you should refer to your official account statements to compile a complete and accurate inventory of your accounts. You are also strongly encouraged to review your official account statements and compare them against the values and other information contained on your eMoney website. In the case of any discrepancy, you should rely on your official account statements as the most accurate source of information. Questions regarding any account listed should be directed to the customer contact information identified on the official account statement. Assets may not be covered by SIPC. eMoney is an independent organization and is not an affiliate of any Prudential Financial company.

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