Teaneck, NJ Office

Team
Updated today

Client AUM

$71,348,969,232

Clients

115,285

Advisors

2

Of 1,447 advisors across 540 offices

Location

Teaneck NJ

Advisors at this office

2

Advisors at this office

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Michael C

CFP®, Series 65, Series 63

Teaneck, NJ

Kestra Advisory

Michael Cooper is a CFP® with 14 years of industry experience, currently serving as an advisor at Kestra Advisory. His prior roles include positions at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving clients that include large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Lawrence B

Series 63, Series 66

Teaneck, NJ

Kestra Advisory

Lawrence Borger is a financial advisor with Kestra Advisory and holds Series 63 and Series 66 designations. He has 22 years of industry experience, including prior roles at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Outside of advisory work, he is the owner of a small real estate business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving approximately $79.8 billion in assets under management and maintaining relationships with large institutional investors including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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