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Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

At our firm, we have the client—and only the client—in mind.

Anthony LoCascio

(908) 730-8599

Anthony LoCascio is a CERTIFIED FINANCIAL PLANNER™ Professional and Certified Tax Master with 40 years of experience, specializing in taxes and retirement income planning. Anthony is an Ed Slott Master Elite IRA Advisor as well...

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Beth Hogan

Human Resource and Administrative Assistant

908-730-8599 ext 226

Kailey Trama

Manager of Income Tax Preparation Department and Administrative Assistant

908-730-8599 ext 230

Linda Vail

Manager of Property and Casualties and Administrative Assistant

908-730-8599 ext 223

Lynette Arena

Chief Administrator of Investment Capital Advisors LLC

908-730-8599 ext 236

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.