Contact Us
Our General Office is conveniently located on Route 73 in Mt. Laurel, NJ minutes from the NJ Turnpike and I-295. 1000 Atrium Way, Mt. Laurel, NJ 08054 p. (856) 787-4700
We also have a satelite office located in Bala Cynwyd, PA near the City Ave exit of I-76, to better serve our clients in the greater Philadelphia area. 231 St. Asaphs Rd, Bala Cynwyd, PA 19004 p. (484) 270-9270 |
Management Team
Managing Partner:
Michael W. Frake, CLU, CLF, LUTCF
Associate Partner:
Jared Annarelli
Development Manager:
Christopher Burcham, CLU
Director of Agency Standards:
Denise DeLuca Meehan
Administrative Manager:
Marianne Bisceglie
Michael W. Frake, CLU, CLF, LUTCF
Associate Partner:
Jared Annarelli
Development Manager:
Christopher Burcham, CLU
Director of Agency Standards:
Denise DeLuca Meehan
Administrative Manager:
Marianne Bisceglie
Contact Us
Management Team
Managing Partner:
Michael W. Frake, CLU, CLF, LUTCF
Associate Partner:
Jared Annarelli
Development Manager:
Christopher Burcham, CLU
Director of Agency Standards:
Denise DeLuca Meehan
Administrative Manager:
Marianne Bisceglie
Michael W. Frake, CLU, CLF, LUTCF
Associate Partner:
Jared Annarelli
Development Manager:
Christopher Burcham, CLU
Director of Agency Standards:
Denise DeLuca Meehan
Administrative Manager:
Marianne Bisceglie
Contact Us
Calculators
-
Long-Term Care
How much do long-term care services cost?
-
Life Insurance
How much Life Insurance do I need?
-
Tax Deferral
Taxable vs. tax-advantaged savings?
-
Current Retirement Savings
Are my current retirement savings sufficient?