Profiles

William Barrett is the Chief Operating Officer of the firm and is Chairman of the Corporate Practice Group.  Mr. Barrett has experience specializing in business mergers and acquisitions, start-ups, private equity placements,commercial finance transactions, and intellectual property matters.

Mark DeCristoforo

Mark DeCristoforo, Account VP at BFI, is responsible for developing new accounts for the company.  BFI is a commercial interiors firm providing design consultative services, furniture, and other product solutions for corporate office, healthcare, institutional, and government environments.
When it comes to your facility, BFI is your trusted business partner.  You can depend on us to create office spaces that are not only functional and productive, but feel good to work in.  Allow the BFI team to bring your office to life.

Mark DeCristoforo
Bfi Furniture
10 Lanidex Plaza West
Parsippany, NJ  07054
Phone:  973.795.6418
Fax:
Cell:
Email:  mdecrist@bfifurniture.com
Website:  www.bfionline.com

Mark is a partner with over 30 years of experience and is relied on to provide comprehensive accounting and tax services to a broad range of clients, primarily closely-held businesses and high net worth individuals.

TIME-TESTED ADVERTISING & DESIGN CREATIVITY 

Steve Levy
Graphics 55
13 St. Malo Drive
Pine Brook, NJ  07058
Phone:  973.227.4122
Fax:
Cell:  201.230.4377
Email:  srl55@aol.com
Website:  www.Graphics55.com

Foundation Title is one of the largest title insurance agencies in the state of New Jersey. With 90 employees and 10 locations, our capacity to produce is unparallel. This volume means our employees are exposed to and familiar with a variety of title issues which many smaller title agencies may only see on an occasional basis. We have the experience to solve these issues. Our employees have, in aggregate, over 800 years experience in the title insurance industry.

Daniel Merlino
Foundation Title, LLC
3 Becker Farm Road
Suite 305
Roseland, NJ  07068
Phone:  973.992.1172
Fax:  973.992.1775
Cell:  973.477.8947
Email:  d.merlino@ftnj.com
Website:  www.ftnj.com

Summary: Financial planning and investment advisor who helps clients achieve their wealth and financial goals using a customized, goal-based portfolio approach.

Profile: My greatest pleasure is helping people live the life they envisioned regardless of the experiences and circumstances life throws at them. It's never easy to get a call from a client who has had an unexpected life event, but it is gratifying for me to be able to tell them that we have a solution built into their plan. That's why I take a different approach to creating a financial plan for each of my clients - whether they are individuals or company owners.

Coming from a background that includes life, health and disability insurance sales has enabled me to develop a more holistic approach to helping my clients achieve their goals: Get to know who the client is. Understand their needs and how to plan for them. Make sure they know who I am because if we do get together I will be around for the long haul.

I'm not the type of Financial Advisor who arrives at your door with a prepared plan - not even as a starting point. My initial focus is on getting to know the person and- their goals. Getting a fee or a commission is only the beginning. Earning it is something else. It is easy to sign the application, issue and deliver the contract and get paid. Really earning it comes about when a client retires, becomes sick or disabled or dies. Being there years later to make sure the initial agreement is honored is what I signed up for. There really is satisfaction in that for me.

My primary goal for my clients is peace of mind, and I consider my role to be providing a service that delivers that peace. It's an honor to have clients allow me into their lives; who share their hopes, dreams, and fears with me, so we can develop a plan that can help keep them achieve their goals while mitigating their fears. I enjoy the depth of the relationship we can forge while pursuing their financial goals.

Across my career I have pursued education to enhance my product knowledge and experience. That has given me a broader perspective of ways to help my clients achieve their goals, but it still pales in importance when compared to the conversations I engage in with my clients. You're an individual, not a number - and you should be treated that way by your financial advisor.

 

Herb Millman
Summit Financial Resources / Equities
4 Campus Drive
Parsippany, NJ  07054
Phone:  973.285.3648
Fax:  973.285.3666
Cell:  973.801.7330
Email: hmillman@sfr1.com
Website: http://sfr1.com/

Phoenix Associates Construction Corporation (PACC) is an established General Contracting and Construction Management firm which offers quality workmanship for over two decades.  Established
in 1992 by our Founder, Anthony Patrick, the firm was born from an ideal that general contractors need to
work harmoniously with not only the Owners/Clients, but with all of the other consultants and disciplines that are needed to support a successful project. The efforts of our firm to be a part of a cohesive team, is not only in the best  interest of our clients, but also  in the best interest of everyone who is involved in the project. This philosophy has allowed us to provide projects that are constructed on schedule, within budget, and with the minimum of disruption to our clients business.As a full service firm, we possess the capability of providing a complete array of support functions.  Phoenix Associates Construction Corporation offers architectural and engineering project collaboration, construction management, facilities services, preliminary budgeting, tenant representation and fit-outs, value engineering, and Leed construction certification. Our commitment, dedication and sincerity are always our priority.Our staff of professionals and administrative employees provide to our clients the highest level of distinguished service that has been our trademark.  Our knowledge of what it takes for the success of our clients’ projects has been born and refined over the many years we have been in business, and will always be the focus of each and everyone at PACC. The fact that most of business is generated by continuous repeat clients’, is in our opinion the greatest compliment that any client can bestow upon us.

We look forward to being a part of your team and having you as a repeat client.  Thank you for allowing us to be of service to you.

Christopher T. Patrick
Phoenix Associates Construction
21 Sherwood Lane
Fairfield, NJ  07004
Phone:  973.227.5800
Fax:  973.227.5806
Cell: 973.592.2729
Email:  ctpatrick@phoenixacc.com
Website:  www.phoenixacc.com

Provident Bank provides services to individuals, families, and businesses and professionals  throughout New Jersey and Eastern Pennsylvania with 87 branch locations. We offer a wide range of consumer deposit products including checking, savings, interest bearing checking, money market accounts and certificates of deposit. We also have a very competitive commercial checking account with a Business Debit card cash back feature on purchases. For attorneys and property managers, we offer a sophisticated  Escrow Account, with a streamlined tracking and set up process.  From a lending perspective, Provident Bank offers Commercial Real Estate Loans (both owner occupied and investment), Commercial Business Loans including SBA Lending and Healthcare,  Residential Mortgages and Home Equity Loans.

Michael Raimonde
The Provident Bank
PO Box 1001
Iselin, NJ  08830-1001
Phone:  732.590.9181
Fax:  866.353.3167
Cell:  917.613.7873
Email:  Michael.Raimonde@provident.bank
Website:www.provident.bank

Jeffrey D. Roth

J Advisors, LLC is a New Jersey-based consulting organization providing technology products and services to the SMB market. These include:

• Review of existing software applications with an eye towards improvement.
• Streamlining and automating business processes, especially for services, manufacturing and distribution companies.
• Software selection and recommendations – Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Business Intelligence (BI), Warehouse Management Solutions (WMS), Document Management, and Bar Code Scanning.
• Business partner selection for implementation and support.
• App development and software customization and integration services.
• Establishing new sales channels and partnerships.
• Nationwide reach.

View Jeff's Spotlight

The publishers represented include Sage X3, Sage 100, Sage Intacct, Microsoft, Acumatica, Highjump, Altec, ZAP BI, Salesforce, Scanco and Scanforce.

J Advisors, LLC also provides services focused around mergers & acquisition strategy and strategic planning, when requested.

Current and recent clients include:

• JMT Consulting, Patterson, NY
• SBS Group, Edison, NJ
• Southeast Computer Solutions, Miami Lakes, FL
• Elum Designs, San Diego, CA
• ZAP Business Intelligence, Tampa, FL
• Cambridge Insurance Advisors, New York, NY
• Hertz Truck Leasing, Clifton/Passaic, NJ

Jeffrey D. Roth, Managing Director
J Advisors, LLC
PO Box 1998
Livingston, NJ  07039
Email:  jeff@jadvisors.net

A       =      Creating Awareness & Strategy
 I       =       Implementation of strategy & Innovating Solutions
M      =       Maintenance & Monitoring & Testing of systems

We Provide the following Services

• Mac & Technology Consultations & Education
• Maintenances and Support
• Data Back-up & Systems Redundancy & Testing of systems
• Network Security
• Remote Access
• Monitoring and system & Applications update
• Application Development

 

Typical Clients

• Advertising & Design & Creative
• Printers

 

Other companies that have choose to us Mac’s to power there business.

• Retail
• Gymnastics company
• Pharmaceutical Advertising
• Toy Manufacturing and Distributions
• High End Audio Retail and Wholesale
• Management Consultants
• Home business
• Any other individual's or business that enjoys using the Mac in and for there business.

 

Good Clients for MacWorks 360 is

• Small to Large Company’s that have Mac’s - from 1 to 50 user’s
• Enterprise companies that has a Advertising & Design departments
• They value and what to invest in technology for a competitive edge!

 

We give our best to our customers and believe that our very best does not cost but, Pays!

Richard Russell
MacWorks 360
37 Morris Avenue
Springfield, NJ  07081
Phone:  973.671.1122
Fax:
Cell:  908.507.2700
Email:  Richard@macworks360.com
Website:  www.macworks360.com

eric@securitybusinesssolutions.com

Innovative Funding For Business Sustainability, Growth & Expansion

Royce Joseph Capital LLC is a diversified financial firm, packaging and placing debt financing around the country for businesses. Whether the financing requirements include factoring, purchase order financing, short term bridge financing, SBA loan, or construction loan, etc., Royce Joseph Capital is there to provide the most effective financing for a company's needs. Royce Joseph Capital analyzes business needs both short and long term. We also assist in preparing the required loan documents and effectively place the loan with the appropriate lending institution.

For over 24 years Madison Associates Architecture Interiors & Branding  ( MAAIB) has been building branded, architectural environments for the office, retail, hospitality, and commercial industries.

We build well-designed and functional spaces that capture our client’s zeitgeist. Everyone wants to experience places in which they feel vested as a customer, employee or guest. Evoking an emotional response to an environment is a key element of establishing the relationship with the user and the brand.

Memorable experiences are created through perceptions and one of the most powerful ways to create perception is through the physical environment.  We build environments that create the mood, ambiance, and feelings that people associate with your brand. We know how to turn your brand story into three dimensions, engaging the senses and emotions of your clients, customers and employees. This is what will differentiate you from your competitors and build loyalty with your audience.

MAAIB is adept at fostering the relationship between the brand and the customers, clients, and employees by building spaces that engage your audience and create lasting impressions and positive responses. A positive emotional response to the environment is a key element of reinforcing the relationship between the user and the brand.

The effectiveness of a brand's identity is based on its relevance to the customer – it must first target the right customer and then meet their need - or create one. In a world where consumers are constantly assaulted with competing marketing messages standing out from peers is important but equally important is stimulating a positive response from customers to your brand through your environment.

Christopher Visconti