Edward T Gurka III

Managing Director|CFP®, CLTC®, WMCP®, CLU®, ChFC®

80 W Century Rd Ste 300, Paramus, NJ 07652

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Our Mission Statement

Delivering a Premier Wealth Management Experience

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time. Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

Our Guiding Principles

To first seek and understand our client’s goals and objectives.
To be lifelong learners and provide expert guidance.
To create an extraordinary service experience that is guided by a customized client roadmap.
To monitor our clients plan on an ongoing basis to help them achieve financial security over their lifetime.