Skip to content

M Financial Planning Services

M Financial Planning Services


Financial & Investment Services


Providing financial planning services that support our clients' vision of leading smart, sound and valued lives.

COVID-19 Resources


Jennifer Markowski
Marketing Director

Eric Allen
Certified Financial Planner

Rachel Callahan
Operations Manager

Edward Garruto

Jessica Greaser
Office Coordinator

Anthony Massaro
Certified Financial Planner

Theodore Massaro, AEP

Scott Wark
Wealth Management Sales Assistant

Michael Young
Paraplanner Assistant

Powered By GrowthZone

List Your Business in Our Directory

Want your business listed in CCSNJ's Business Directory? Contact our Vice President of Membership to join and get listed:

Lisa K. Hurd

Vice President, Membership, CCSNJ

Scroll To Top