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THE BRIDGEWATER-SOMERVILLE CONNECTION
JUNE/JULY/AUGUST 2015
www.theconnectionsnj.com ALLIED WEALTH PARTNERS EXPANDS TO MARTINSVILLE! By: Jo Ann Tartaglia What do you have when you com- bine over 100 years of collective experience, abundant resources and a genuine sense of family under one roof? Three words: Allied Wealth Partners As one of the oldest and largest independent wealth management firms in the New York/New Jersey Metropolitan area, the firm contin- ues to grow, opening its newest office in Martinsville, NJ. Exactly one year ago this June, the Parsippany based headquarters added two New York locations; one in Uniondale, Long Island, and the other right in the heart of Manhattan. Managing Director, Pietro Ruggeri is spearheading the latest New Jersey expansion, including recruit- ing efforts, and is excited to intro- duce the community to his remark- able team and their unique take on wealth management. “Financial matters are personal – very personal,” said Ruggeri. “Our clients, business owners and indi- viduals alike, are truly an extension of our close-knit family. The sup- port, guidance and protections we provide them aren’t any different from what we would offer our loved ones – and from day one of our first meeting, we abide by that promise.” Fellow Senior Advisors, John Reilly and Salvatore Longo could not agree more, having exemplified this philosophy within their individual practices for the past 15 years. As fierce champions of financial edu- cation, members of the Martinsville team routinely teach financial workshops and classes, in particu- lar, providing education for pre- retirees on issues they will encounter before, during and after retirement commences. As Pietro described, “There is noth- ing more gratifying than fostering a sense of financial awareness – empowering our clients with the knowledge and confidence needed to help work towards their dreams and ultimately protect their legacy.” Allied Wealth Partners has devel- oped a vast network of relation- ships with various product vendors, professional service organizations, and well-established financial insti- tutions enabling the firm to offer attention, flexibility and personal care with the expertise and resources of their national and local partners. As of April 2014, AWP assists clients with over $2 billion of assets and has over $3 billion of Life, Disability and Long Term Care Insurance coverage in force for their clients. “We welcome you to learn more about our firm and our relationship with the Securian Financial Network.* Our door is always open and we welcome you to call our office, stop by or visit us online!” – Pietro Ruggeri, Managing Director. 792 Chimney Rock Rd, Suite D Martinsville, NJ 08836 Office: 732-630-7900 www.alliedwealthpartners.com *About Securian Financial Network The Securian Financial Network, the mar- keting name for the sales and distribution arm of Securian Financial Group, Inc., its subsidiaries and affiliates, is a nationwide network of financial services firms. Products and services are offered and sold only by appropriately licensed entities and financial representatives. www.securian.com.