Belvidere, NJ Office

Robert Claussen is a financial advisor with LPL Financial in Belvidere, NJ, holding a Series 63 designation and 44 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved in selling group health insurance as an independent broker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research.

Carole Sarson is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019, following a three-year tenure at Kestra Financial Services. Outside of her advisory work, she serves on the board of the Windrush III Condo Association, a nonprofit organization in Tarpon Springs, Florida. LPL Financial is a registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by comprehensive research and technology tools.