Experience
Margaret O'Meara, CFP®, AIFA®
President and Founder
(732) 224-9952
Margaret O’Meara, CFP ®, AIFA® has been assisting schools, businesses and families businesses since 1993. Margaret provides...
Ashley Harland
Administrative Assistant
732-224-9952
Ashley partners with Margaret and her clients to assist with account paperwork, statements, online access and many other issues. Ashley is trained in many LPL systems and helps with day to day tasks. Ashley appreciates helping people...
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