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Donna Matelski Email
Associate Director . International Planning Alliance
Bloomfield, NJ
Locationd********@planningalliance.com
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International Planning Alliance, LLC is a premier financial services firm built on a tradition of "doing what is right". Our mission is to provide customized and innovative solutions that enhance financial security and maximize wealth. We will achieve our mission by providing the resource, expertise and support necessary to deliver superior service to our clients. At IPA, you will never find a standardized approach to financial management. Your personal IPA Advisor will take the time to understand your goals, dreams and concerns. We will consult with you and ask questions designed to gain insight to the plans and products that you currently have in place. Well then step back and analyze the big picture, assessing performance, linking strategies and ultimately making recommendations to ensure that you are receiving the most efficient and integrated plan possible. The Guardian NetworkTM is a network of independent agencies authorized to offer products of The Guardian Life Insurance Company of America (Guardian) and its subsidiaries, and is not an affiliate or subsidiary of Guardian.International Planning Alliance Address
300 Broadacres DriveBloomfield, NJ
United States