Marlton, NJ Office

Team
Updated today

Client AUM

$32,035,685

Clients

6,880

Advisors

3

Of 275 advisors across 115 offices

Location

Four Greentree Centre, 601 Route 73 North, Suite 206

Marlton NJ 08053

Advisors at this office

3

Advisors at this office

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Scott H

Series 65, Series 63

Marlton, NJ

Mutual of Omaha Investor Services, Inc.

Scott Higgins is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 credentials and 10 years of industry experience. He has worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2015, and previously operated Family Wealth Management. In addition to advisory services, he is an insurance agent specializing in life, fixed annuities, accident and health, Medicare Advantage, and prescription drug coverage. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and acts as a conduit to third-party money managers.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Michael E

CFP®, ChFC®, Series 63, Series 65

Marlton, NJ

Mutual of Omaha Investor Services, Inc.

Michael Einhorn is a financial advisor at Mutual of Omaha Investor Services, Inc. with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Mutual of Omaha and related entities since 2017. Prior to that, he was involved with Divorce Financial Solutions and Financial Advisors of Delaware Valley. He is also active as an insurance agent and participates in joint case work and mentorship through Family Wealth Management. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Sherif S

Series 66

Marlton, NJ

Mutual of Omaha Investor Services, Inc.

Sherif Shaban is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 license and 14 years of industry experience. He has worked with Guardian Solutions and Mutual of Omaha since 2013. Outside of his advisory role, Shaban operates Shaban Solutions LLC, focusing on insurance services and works with various companies selling Medicare and life insurance products. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives using a range of approved models and platforms.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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