Cranford, NJ South Ave W. Office

Team
Updated today

Client AUM

$21,723,445,661

Clients

138,132

Advisors

6

Of 333 advisors across 305 offices

Location

31 South Ave W.

Cranford NJ 07016

Advisors at this office

6

Advisors at this office

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Keith N

Series 63, Series 65

Cranford, NJ

Lincoln Investment

Keith Nebel is a financial advisor at Lincoln Investment with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. since 2005. In addition to his advisory role, Nebel serves as a lieutenant in the New York City Fire Department and is a founding board member of LIL’ BRAVEST, a charitable organization supporting children affected by cancer and other childhood diseases. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Joseph A

Series 63

Cranford, NJ

Lincoln Investment

Joseph Attanasi Jr. is a financial advisor with Lincoln Investment in Cranford, NJ, holding a Series 63 designation and over 31 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994. Outside of his advisory role, he serves as Secretary/Treasurer of the Evangel Bowling League, managing league records and finances. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and dynamic approaches overseen by an Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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John F

Series 63, Series 66

Cranford, NJ

Lincoln Investment

John Feeney is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He previously worked at Axa Advisors, LLC for 10 years before joining Lincoln Investment Planning in 2019. In addition to his advisory role, Feeney serves as a Group Relationship Manager at Bergin Agency, focusing on employer-sponsored retirement plans. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm combines in-house and third-party investment strategies overseen by an Investment Management & Research team employing both strategic and tactical approaches.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Jonathan P

Series 63

Cranford, NJ

Lincoln Investment

Jonathan Peck is a financial advisor with Lincoln Investment in Cranford, NJ, holding a Series 63 designation and 28 years of industry experience. He has worked at Underwriters Equity Corporation since 2002. In addition to his advisory role, he is an agent selling life and disability insurance with American General, VOYA, and Genworth. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs, utilizing both strategic and dynamic investment approaches.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Patrick B

CFP®, Series 63, Series 65

Cranford, NJ

Lincoln Investment

Patrick Bergin is a financial advisor with Lincoln Investment in Cranford, NJ, holding a CFP® designation and Series 63 and 65 licenses. He has 36 years of industry experience, working with Lincoln Investment Planning, Inc. and Biehl & Bergin Agency, Inc. since 1990. Bergin is also involved in managing his independent office through Bergin Agency LLC and makes health care referrals for JEA Financial Services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisory programs supported by an Investment Management & Research team that employs both strategic and dynamic approaches.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Peter R

Series 66

Cranford, NJ

Lincoln Investment

Peter Rodick is a financial advisor with Lincoln Investment in Cranford, NJ, holding a Series 66 designation and five years of industry experience. He has been associated with Lincoln Investment and Capital Analysts since 2021 and also works as a branch assistant at Bergin Agency. Prior to his financial services career, he had experience in the hospitality industry. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of advisor- and firm-managed investment programs, utilizing both strategic and tactical investment approaches.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
View complete list of advisors at this office
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