Theodore Massaro, CLU, AEP

Ted Massaro, CLU, AEP, knows that knowledge is power, especially when it comes to your financial security.

“Our team takes pride in educating our clients and creating comprehensive financial plans that help them pursue their short-term monetary needs and prepare them for their long-term priorities of financial security,” says Massaro. “Our goal is to help you gain a firm understanding of your financial situation and move toward achieving your most important business and personal goals.”

Under Massaro’s leadership, M Financial Planning Services has been providing unbiased advice and high-quality service through honest communication and innovative strategies since 1982.

“We have a team of knowledgeable advisors and staff members who have broad financial acumen, and we work collectively so we can meet every client’s diverse needs,” says Massaro. “We pride ourselves in the fact that many of our clients have been with us for decades and in some cases, three generations.”

Clients can trust the M Financial team to expertly assist them with all their financial planning needs, including retirement, wealth management, healthcare, Social Security, insurance, estate and education planning.

“We also specialize in working with business owners and those who are self employed. I appreciate their challenges, since I am a small business owner and understand the 24/7 commitment it requires to grow a business while juggling payroll, unending government regulations, your reputation and relationships with clients,” says Massaro. “Oftentimes, personal and business planning needs are inseparable for these clients since their business is a large part of their net worth and pre-retirement assets, so it requires someone who is well-versed in their needs.”

The firm is powered by LPL Financial, the nation’s largest independent broker/dealer.* LPL Financial offers M Financial a comprehensive array of tools, resources and technology and has no proprietary products, enabling the firm to provide clients with objective financial guidance.

* As reported by Financial Planning magazine, June 1996–2015, based on total revenue

57 South Maple Avenue, Marlton
856-810-7701
mfinancialplanningservices.com