Tilson Financial Group Inc.
Tilson Financial Group Inc. (CRD# 110890) is a financial advisory firm headquartered in New Providence, NJ. They manage $421,850,290 in 1,260 accounts and serve the financial needs of clients across 9 states (or territories).
-
Total Assets Under Management422MILLION
-
Total Number of Accounts1,260ACCOUNTS
-
Average Account Value$334,802
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, MA, NJ, NY, PA, SC, TX, VA
Judith Lutzy (CRD# 1933790) is an Investment Advisor Representative working at Tilson Financial Group Inc. in West Orange, NJ and has over 31 years of experience in the finance industry. Judith Lutzy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael McGrady (CRD# 4272977) is an Investment Advisor Representative working at Tilson Financial Group Inc. in Whitehouse Station, NJ and has over 20 years of experience in the finance industry. Michael McGrady has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Prokop (CRD# 2586657) is an Investment Advisor Representative working at Tilson Financial Group Inc. in New Providence, NJ and has over 22 years of experience in the finance industry. John Prokop has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Tilson (CRD# 1685948) is an Investment Advisor Representative working at Tilson Financial Group Inc. in New Providence, NJ and has over 32 years of experience in the finance industry. Robert Tilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Tilson (CRD# 5690828) is an Investment Advisor Representative working at Tilson Financial Group Inc. in New Providence, NJ and has over 6 years of experience in the finance industry. Robert Tilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Leo Tropeano (CRD# 4096062) is an Investment Advisor Representative working at Tilson Financial Group Inc. in Whitehouse Station, NJ and has over 20 years of experience in the finance industry.