Welcome to Sonstein Financial
The Financial Balance Process...
A unique process designed to create harmony between your
assets, liabilities, protection portfolio and cash flow management.
Through our comprehensive process, you will receive a thorough review
of your current protection and wealth portfolios. After a detailed analysis of your current plan, we
share with you financial and economic principles to educate you on the fundamental ideals of successful financial management. Thereafter, we integrate those elements into a cohesive
and coordinated strategy. This process encourages you to make financial decisions that promote an efficient
flow of money between assets; which helps you to minimize risk and maximize benefits,
allowing you to achieve maximum wealth enjoyment.
The information on this site is intended for the residents of NJ,
DC, FL ,NY, PA ,CA, MI, GA
The agents of Sonstein Financial Group are not licensed to sell insurance in all
To find out if an agent is licensed in your state, please contact Amy Sonstein at 856-673-4150.
Securities products and services are offered through Registered Representatives of Park Avenue Securities LLC (PAS)
10000 Lincoln Drive West, Suite 4, Marlton NJ, 08053. Sonstein Financial Group
is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA,SIPC. www.finra.com
Representative is securities licensed in NJ, DC, PA, CA, FL, NY, MD and the material is strictly intended
for individuals residing in those states. No offers may be made or accepted
from any resident outside these specified states.
The information or opinions contained in this Internet site
should not be construed by any consumer and/or prospective client
as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained
directed solely to those individuals who reside
in jurisdictions in which the representative is registered in the state where the
consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective
shall only be conducted by a representative that
is registered in the state where the consumer and/or prospective client reside.
Material discussed is meant for
general illustration and/or informational purposes only and it is not to be construed as tax, legal
or investment advice. Although information has been gathered from sources believed
reliable, please note that individual
may vary, therefore the information should be relied upon when coordinated with individual professional advice.
Guardian, PAS nor the representative provide legal or tax advice or services.
Contact us directly via email!