portrait of Jason M Burd

Jason M Burd

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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Divorce Finances
  • College Savings

Personal Interests

  • Spending Time with Family
  • Social Responsibility
  • Outdoor Enthusiast
  • Active Lifestyle
  • Coaching Sports

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Office Information


Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed


(866) 237-5842

Branch Team

  • Stephanie Foti
    Sr. Branch Office Administrator
  • Chris Oliver
    Sr. Branch Office Administrator

Office Address

1107 Mantua Pike
Suite 704
Mantua, NJ 08051
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