Tilson Financial Group Inc.
Tilson Financial Group Inc. (CRD# 110890) is a financial advisory firm headquartered in New Providence, NJ. They manage $567,736,111 in 1,511 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management568MILLION
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Total Number of Accounts1,511ACCOUNTS
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Average Account Value$375,735
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, DE, 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 33 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 21 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 24 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 34 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 7 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 21 years of experience in the finance industry.
Anthony Lupo (CRD# 5857657) is an Investment Advisor Representative working at Tilson Financial Group Inc. in New Providence, NJ and has 1 year of experience in the finance industry. Anthony Lupo 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.