Retirement Professionals

Alpine Advisers is a member of the American Eldercare Network. Based upon your needs we can refer you to these licensed professionals

AMERICAN ELDERCARE NETWORK (AEN)

AEN s a Network of Licensed Professionals that are dedicated to providing high quality professional advice and care to adults 60 years and older.

AEN  - Mission Statement

To ensure that RETIREES and the ELDERLY receive high quality retirement advice from licensed professionals. Helping the Elderly is our number one goal. Members of AEN provide both Pro Bono and fee based services to the Elderly.

AEN  - Membership Commitment

Members of AEN are required to provide a minimum of 120 hours per year of Pro Bono professional services to the Elderly (people 60 years of age and older).

LICENSED COUNSELORS and ADVISERS

Based upon your needs we can refer you to these licensed professionals. Please phone us at 908-616-0403 for contact information and their resumes or CV's.

         LEGAL COUNSEL

  • Lawernce Friedman Esq. -- Special Needs and Elder Care Law
  • Robert B. Bourne, Esq. -- Estate Planning, Fiduciary Litigation
  • Leonard J.Witman Esq. -- Business Counsel, Tax Law, Employee Benefits
  • Deirdre R. Wheatley-Liss, Esq. -- Business Succession Plans, Elder Care
  • Peter Barnnar Esq. -- Personal Injury and Family Law

        CERTIFED PUBLIC ACCOUNTANTS

  • Stephen G. Brilliant C.P.A. -- Estates, Trusts, Gift Giving
  • Tom Vastradis C.P.A. -- Asset Backed Lending (ABL) Audits of: Receiveables Quality, Bad Debt, Inventories, Cash Receipts and Flow of Funds.

        INVESTMENT ADVISORS

  • Ken Gilmore, Investment Advisor -- Stocks, Bonds, Managed Portfolios
  • John Kanouse CFP. -- Certified Financial Planner   

        NATIONAL EDUCATION CENTER

        Excellent source of reference materials

................................................................................................................................................................................

​Alpine Advisers and/or Robert Grant do NOT warrant or guarantee the services of the above Licensed Professionals. Please perform your own due dilligence. Licensing Authorities Include the:

NJ Bar Association, NJ Board of Accountancy, NJ Division of Banking, FINRA and SEC.

Our website contains a wealth of information that is located in the Resources Menu. We recommend you watch our Videos and view the FlipBooks. Topics include: Retirement Income, Wealth Preservation, Tax Planning, Estate Planning, Risk Management and Planning Calculators..