I help my clients make confident decisions based on their goals and concerns. Every client is different, so I customize my planning and solutions for their specific needs. My best work is with clients who value advice and have the desire to act upon that advice.
I value long-term client relationships and strive to provide excellent service, straightforward, personalized strategies, and financial education. It is my priority to provide my clients with a comprehensive plan to help reach their goals and identify issues that may put them at risk.

A little about me:
I have been working with retirement plan participants in several capacities since 1998 and I’ve been working as a financial advisor since 2005. I hold my Series 6, 63, and 7 securities registrations. I graduated Magna Cum Laude from Northeastern University in 1989 with a Bachelor of Science in Business Administration with a concentration in Entrepreneurship. I am married with 2 children and reside in Sewell, NJ. I enjoy golf, travel, visiting local wineries, and playing guitar. I play acoustic and electric bass in my church’s praise team. I currently serve as the Committe Chair for YoungLife of Gloucester County, NJ.
I enjoy the satisfaction I get not only from answering clients’ questions but also expanding on those conversations to make sure they are satisfied and educated.

Visit my website at www.RodneyBoylan.com