John F. Sharkeyemail
Lee, Nolan & Koroghlian, LLC
250 Pehle Ave Park 80 West, Plaza I, Suite 405
Saddle Brook, NJ 07663
Professional Story
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Languages:
- English
Credentials:
- CFA®
- CFP®
- CIMA®
Specialties:
- Insurance Strategies
- Retirement Income Planning
- Risk Management Strategies
- Investment Strategies
- Business Owners
- College Funding Strategies
- Charitable Giving
- Business Succession Planning
- Estate Planning
- Financial Education
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