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Helping Businesses, Families and Individuals Build, Manage and Preserve Their Wealth
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Accountability, integrity and exceptional service |
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Committed to the satisfaction of every client |
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Financial service professional since 1982 |
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Focus: Financial, Retirement and Estate Planning; Investment Management; Employee Benefits and Business Succession |
Your financial goals and dreams are your destination. For 30 years, Ron and his team have assisted clients in navigating the turbulent financial waters we all encounter en route to our destination.
With a keen understanding of the issues facing business owners, Ron and his team customize cost-effective, tax-efficient employee benefit, retirement plan, executive compensation and business succession strategies for their closely held and family-owned business clientele.
Ron and his associates are dedicated to serving the personal financial needs of clients throughout New Jersey, also providing insurance strategies; investment services, retirement and education savings plans; and estate conservation strategies for families and individuals.
The world changes constantly. More than ever, clients need experienced advisors to help them overcome the obstacles they face on the road to financial independence. Ron and his team help position their clients to achieve their financial goals. More importantly, they monitor and adjust their clients’ strategies to address the changes of our rapidly evolving financial world.
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Areas of Focus
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New England Financial is the registered mark for the New England Life Insurance Company (NELICO), Boston, MA 02116. Securities and investment advisory services offered through New England Securities (NES) (member FINRA/SIPC) and a registered investment adviser. NELICO and NES are affiliates. New England Financial of North Jersey LLC is a general agency of New England Life Company. Ron Carr is a Registered Representive and Financial Adviser of NES. L1211226826[1212][NJ].
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the New Jersey area (includes Atlantic, Bergen, Cape May, Cumberland, Essex, Hudson, Hunterdon, Mercer, Middlesex, Monmouth, Morris, Ocean, Passaic, Salem, Somerset, Sussex, Union and Warren counties in the state of New Jersey) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 41,400 wealth managers in the area. 1,312 award candidates in the New Jersey area were considered for the award, of which 400 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or New Jersey Monthly.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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