HOME \ News
Nov 10, 2014

The Markets - November 10, 2014

Is it a melt-up?

You're familiar with the word melt. Ice cream melts. Snow melts. You may have seen someone melt down (or have done it yourself). Right now, markets may be experiencing a melt-up, according to Barron's. Melt-up is a counterintuitive term which describes a sharp, emotion-driven improvement in market performance.

Read More

Jun 2, 2014

Insight Financial Services Celebrates 10 years of Supporting Wealth Advisors

Insight Financial Services celebrates a decade of providing support services to wealth advisors to grow their practice as well as helping clients find new ways to approach their finances and manage their wealth.

Ten years ago, founder Robert Bacino set out to provide a wide range of financial services, principally to retirees of AT&T. Today, Insight Financial Services specializes in many different financial sectors with over 24 advisors operating in multiple offices throughout New Jersey, with plans to expand into other states. During this time period, Insight Financial Services has also launched affiliate businesses: Insight Private Advisors, a Registered Investment Advisor firm started in January 2014; and Premier College Funding, a college financial planning business originated in 2009.

Robert Bacino said, “Insight Financial’s tenth anniversary is a milestone for the company. Over the past ten years, we’ve developed and delivered a value proposition that is attractive to wealth advisors who want to successfully grow their business. I am immensely proud to have a team of people, led by our CEO James Grehl, who work relentlessly to support both our advisors and their clients. Insight’s family of companies has grown out of a need in the marketplace for wealth advisors to leverage an innovative organization built exclusively to support their needs as well as their clients’ needs.”

As the firm enters its next decade, it will continue to enhance services to wealth advisors enabling them to help clients work towards a solid financial future. For more information on Insight’s family of companies, visit insightfinancialservicesllc.com, insightprivateadvisors.com and helpyoupayforcollege.com.

About Insight Financial Services, LLC:

Insight Financial Services is a full-service financial consulting firm dedicated to helping clients with strategies designed with the goal of protecting their hard-earned assets, planning for life’s major milestones and building wealth. Securities and financial planning services are offered through LPL Financial, a member of FINRA/SIPC. LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer in the U.S. based on revenues as reported in Financial Planning magazine, June 1996-2013. Working with LPL Financial allows Insight Financial Services’ advisors to provide access to unbiased products and services that can be highly customized to address clients’ individual and unique needs. For additional information, call 908-788-1799 or visit www.insightfinancialservicesllc.com.

About Insight Private Advisors:

Insight Private Advisors is a Registered Investment Advisor firm dedicated to providing innovative solutions to support independent advisors as they work toward growing both their advisory and brokerage businesses. Insight Financial Services launched Insight Private Advisors in January 2014. For more information, call 908-788-1799 or visit www.insightprivateadvisors.com.

About Premier College Funding:

Premier College Funding, LLC is a college financial planning firm dedicated to helping families make college an affordable opportunity. The firm helps families maximize both the educational opportunities for their student and the financial assistance for the family. They labor to potentially reduce a family’s expected contribution and create a written plan so that families can make sound decisions on how to pay the remaining share of college costs. Premier College Funding’s certified college specialists have expertise in college planning, college funding, financial aid, scholarships, grants, work-study and educational loans. For more information, call 908-788-3799 or www.helpyoupayforcollege.com

Securities and advisory services offered through LPL Financial, a member of FINRA/SIPC. Investment advice offered through Insight Private Advisors, LLC, and Premier College Funding, registered investment advisors. Insight Private Advisors, LLC; Premier College Funding; and Insight Financial Services, LLC, are separate entities from LPL Financial.

Read More

Apr 3, 2014

Exhibitors wanted for 2014 Eldercare Expo at Neshanic Valley Golf Course

On Thursday, May1st, Insight Financial Services LLC, in association with Norris McLaughlin & Marcus, P.A., will host its second annual “Eldercare Expo” serving Hunterdon and Somerset county residents. This year’s larger venue will be held at the Neshanic Valley Golf Course in Neshanic Station and will be open to the public from 4 to 8 p.m.

 

The sponsors are currently seeking eldercare service providers, support organizations and related businesses to participate. The event is designed to provide families and caregiviers of aging adults with educational information about the challenges, choices and strategies to help plan for and support the independence and well-being of their elders. Attendees will have the opportunity to learn about the wide range eldercare support services and resources that are available in the area, as well as see innovative products designed to help ease the burden of care and provide well-being.

 

Val Neighbors – one of the most well-known and largest personalities on the professional mentoring and consulting circuit for home health, hospice and private duty home care – will deliver the keynote address. She has been featured on NBC 10, 6 ABC, and Fox 29 out of Philadelphia as both a strong leader and area eldercare expert. Val has also been recognized nationally on HLN/CNN and MSNBC.com in her fight to protect the rights and dignity of the elderly.

 

Interested exhibitors should call 908-493-9643 immediately to reserve space. The cost is $150 per table for business services and caregivers and $50 for non-profit organizations. Exhibit space is being offered on a first-come, first-served basis.

 

About Insight Financial Services LLC:

Insight Financial Services is a full-service financial consulting firm dedicated to helping clients with strategies for preserving their hard-earned assets, planning for life’s major milestones and building wealth. They are headquartered in Flemington, NJ, with additional offices in Somerville, Holmdel and Pennington and Skillman.

 

Securities and financial planning services are offered through LPL Financial, a Registered Investment Advisor (member of FINRA/SIPC). LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer in the U.S. based on revenues as reported in Financial Planning magazine, June 1996-2013. This relationship allows Insight Financial Services’ advisors to provide access to unbiased products and services that can be highly customized to meet clients’ individual and unique needs. For additional information, call 908-788-1799 or visit www.insightfinancialservicesllc.com.

 

About Norris McLaughlin & Marcus, P.A.:

 

The goal of the Estate Planning & Administration Group at Norris McLaughlin & Marcus is to assure that assets pass to the intended beneficiaries at as little cost as possible which may require the use of sophisticated and creative planning techniques. NMM creates wills, trust agreements, powers of attorney and living wills, lifetime gift-giving programs, succession plans for family businesses, charitable trusts and foundations. NMM handles estate administration including the probate of wills, valuation/collection of assets and distributions to beneficiaries, tax returns, inheritance proceedings, IRS and Tax Court issues, post-mortem tax planning and litigation. The firm also has experience in all aspects of guardianships. Norris McLaughlin & Marcus headquartered in Bridgewater, New Jersey with additional offices in New York, New York; and Allentown, Pennsylvania.

nmmlaw.com

 

Read More

Mar 3, 2014

Opening the Doors to a New RIA - Insight Private Advisors, LLC

Robert Bacino, founder and partner of Insight Financial Services, today announced the launch of a key initiative – the development of an independent registered investment advisor (RIA) firm called Insight Private Advisors.   The Securities and Exchange Commission granted the firm’s application for registration as an investment advisor in January 2014.

 

“Independent RIAs represent a growing sector in the delivery of financial planning and investment advisory services,” said Bacino. “Insight Private Advisors gives us greater autonomy to operate our business and to offer our clients a broader range of investment solutions to support their needs.”

 

Insight Private Advisors is headquartered at 151 Main Street in Flemington alongside its strategic affiliate Premier College Funding.  For more information, visit InsightPrivateAdvisors.com. If you are an advisor and would like to learn more about the advantages of joining the company, call Robert Bacino at 908-788-1799 or e-mail  him at Robert.Bacino@LPL.com.

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Insight Private Advisors, LLC, and Premier College Funding, registered investment advisors. Insight Private Advisors, LLC, Premier College Funding and Insight Financial Services, LLC., are separate entities from LPL Financial.

Read More

Dec 30, 2013

Insight Financial Services to Host Financial Seminar: “Women and Money: The Ten Most Common Money Mistakes”

FLEMINGTON, N.J. – December 30, 2013 – On Thursday, January 9, Insight Financial Services will host a “live” webinar for professional women titled “Women and Money: The Ten Most Common Money Mistakes (Business Edition, Part 2).”

 

Insight Financial Services has retained renowned financial author and educator Angie Hollerich, CEP, CCA, as guest speaker. Hollerich is a former CERTIFIED FINANCIAL PLANNER ™. Her presentation will reveal how to set smart financial goals and realistic expectations.

 

A catered luncheon will be provided. The program will start promptly at 11:45 a.m. at multiple locations including Flemington, Princeton, Pennington, Somerville, and Holmdel, New Jersey. This program is the second in a series held the first Thursday of every month through April 2014. The series is open to all women of the community and their guests free of charge, however, reservations are required. If you are interested in attending, please visit us at www.insightfinancialservicesllc.com or call 908-483-9643.

 

Angie Hollerich is not affiliated with LPL Financial or Insight Financial Services.

 

Securities offered through LPL Financial Member FINRA/SIPC

About Insight Financial Services, LLC:

Insight Financial Services is a full-service financial consulting firm dedicated to helping clients with strategies for protecting their hard-earned assets, planning for life’s major milestones and building wealth. Securities and financial planning services are offered through LPL Financial, a Registered Investment Advisor (member of FINRA/SIPC). LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer in the U.S. based on revenues as reported in Financial Planning magazine, June 1996-2013. This alliance allows Insight Financial Services’ advisors to provide access to unbiased products and services that can be highly customized to address clients’ individual and unique needs. For additional information, call 908-788-1799 or visit www.insightfinancialservicesllc.com

Read More

Nov 27, 2013

Insight Financial Services to Host New Financial Seminar

On Thursday, December 5, Insight Financial Services will host a “live” webinar for entrepreneurs titled “The Ten Most Common Money Mistakes (Business Edition, Part 1)” featuring national speaker Angie Hollerich, CEP, CCA.

 

Hollerich is an award-winning financial educator, author and former certified financial planner. She will share practical information and advice to empower women of all ages to make confident choices around money. Following the presentation attendees will have the opportunity to participate in a Q&A session.

 

A catered luncheon will also be provided. The program will start promptly at 11:45 a.m. at multiple locations including Flemington, Somerville, Piscataway, Princeton, Pennington and Holmdel, New Jersey. This program will be the first in a series held the first Thursday of every month through March 2014. The series is open to all women of the community and their guests free of charge, however, reservations are required. If you are interested in attending, please visit us at www.insightfinancialservicesllc.com or call 908-483-9643.

 

About Insight Financial Services, LLC:

Insight Financial Services is a full-service financial consulting firm dedicated to helping clients with strategies for protecting their hard-earned assets, planning for life’s major milestones and building wealth. Securities and financial planning services are offered through LPL Financial, a Registered Investment Advisor (member of FINRA/SIPC). LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer in the U.S. based on revenues as reported in Financial Planning magazine, June 1996-2013. This alliance allows Insight Financial Services’ advisors to provide access to unbiased products and services that can be highly customized to address clients’ individual and unique needs. For additional information, call 908-788-1799 or visit www.insightfinancialservicesllc.com

 

Angie Hollerich is not affiliated with LPL Financial or Insight Financial Services.

 

Read More

Nov 23, 2013

Insight Financial Services Appoints New Director

Insight Financial Services, a New Jersey-based financial management firm, recently announced the appointment of Alison Hosler as Director, Advisor Support Services effective Dec. 1. Hosler brings more than 13 years of relevant experience to her new role.

Robert Bacino, founding partner, said, “Alison has been associated with the Insight Financial family since April 2012, doing business development for Premier College Funding, and as the Marketing and Events Coordinator for Insight Financial Services.” The position of Director, Advisor Support Services is newly created within Insight Financial Services. Hosler will be responsible for developing and implementing client acquisition and retention programs for Advisors, delivering new tools to enhance Advisors efficiency and coordinating ongoing continuing education opportunities. Bacino added, “Her results-oriented approach and ability to think relationally/strategically will play a pivotal role in helping us to grow and serve our advisors.”

Hosler is a longtime resident of Raritan Township and was formerly the Senior Director of Membership and Development at the Hunterdon County Chamber of Commerce. Prior to that, she worked as the administrative assistant to the pastor at St. Magdalen’s Church in Flemington. She started her career at the State University of New York in Potsdam as Assistant to the Dean of Students. She currently serves on the Flemington Family Success Advisory Board and is a member of the Diocese of Metuchen, Bread and Roses Event Committee serving Catholic Charities for Somerset, Hunterdon, and Warren counties.

Hosler graduated from Mount Saint Mary’s University in Emmitsburg, MD with a Bachelor of Science in Education and then she received a Master’s of Science Degree in Counseling from McDaniel College in Westminster, MD.

Read More

Oct 29, 2013

Insight Financial Services to Host a “Live” Webinar for Professional Women

On Thursday, November 7, Insight Financial Services will host a “live” webinar for professional women who want to be successful business owners titled “Are you an Entrepreneur?” The featured speaker is Angie Hollerich, CEP, CCA.

Hollerich is an award-winning financial educator, author and former certified financial planner. She will share practical information and advice to empower women of all ages to make sound financial business decisions. Following the presentation attendees will have the opportunity to participate in a Q&A session.

A catered luncheon will also be provided. The program will start promptly at 11:45 a.m. at multiple locations including Flemington, Somerville, Piscataway, Princeton, Pennington and Holmdel, New Jersey. This program will be the first in a series held the first Thursday of every month through March 2014. The series is open to all women of the community and their guests free of charge, however, reservations are required. If you are interested in attending, please visit us at www.insightfinancialservicesllc.com or call 908-483-9643.

About Insight Financial Services, LLC:

Insight Financial Services is a full-service financial consulting firm dedicated to helping clients with strategies for protecting their hard-earned assets, planning for life’s major milestones and building wealth. Securities and financial planning services are offered through LPL Financial, a Registered Investment Advisor (member of FINRA/SIPC). LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer in the U.S. based on revenues as reported in Financial Planning magazine, June 1996-2012. This affiliation allows Insight Financial Services’ advisors to provide access to unbiased products and services that can be highly customized to meet clients’ individual and unique needs. For additional information, call 908-788-1799 or visit www.insightfinancialservicesllc.com

Read More

Aug 8, 2013

Insight Financial Services Welcomes New Advisor, Jane Gore

Insight Financial Services, a leading independent wealth management firm based in Flemington, announced today that Jane Gore has joined the firm.

“We are pleased to expand Insight Financial Services’ depth of talent by welcoming Jane Gore to our team,” said Robert Bacino, founding partner. “Her extensive experience in the financial field will be an asset to our exemplary investment services.”

Prior to joining Insight Financial Services, Gore was a Financial Advisor with Merrill Lynch in Princeton.  She also served as Vice President and Retail Regional Manager at 1st Constitution Bank and Amboy Bank. She was also Vice President of United Jersey/Summit Bank and Danielson Federal Bank in CT. Collectively, her experience in the financial industry spans 25 years.

Gore holds an MBA from Simmons College Graduate School of Management and earned an undergraduate degree from Wheelock College, both located in Boston, MA.  She holds FINRA Series 7 and Series 66 registrations with LPL Financial and is licensed to sell life and health insurance in New Jersey.

Gore enjoys golfing and recently served on the Board of Springdale Golf Club. She also sits on the board of several non-profit organizations that serve the needs of children in Trenton and Princeton. She resides in Princeton with her husband.

About Insight Financial Services, LLC:

Insight Financial Services is a full-service financial consulting firm dedicated to helping clients with strategies for helping to preserve their hard-earned assets, planning for life’s major milestones and building wealth. They are headquartered in Flemington, NJ, with additional offices in Somerville, Holmdel and Pennington and Skillman.

Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor (member of FINRA/SIPC). LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer in the U.S. based on revenues as reported in Financial Planning magazine, June 1996-2013. This relationship allows Insight Financial Services’ advisors to provide access to unbiased products and services that can be highly customized to meet clients’ individual and unique needs. For additional information, call 908-788-1799 or visit www.insightfinancialservicesllc.com.

 

Read More

Jul 29, 2013

Nielsen Financial Group Joins Insight Financial Services

string(137) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag: font-family: "Times"; (Smarty_Compiler.class.php, line 446)" string(117) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag '' (Smarty_Compiler.class.php, line 590)" string(145) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag: font-family: "MS 明朝"; (Smarty_Compiler.class.php, line 446)" string(117) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag '' (Smarty_Compiler.class.php, line 590)" string(144) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag: font-family: "Cambria Math"; (Smarty_Compiler.class.php, line 446)" string(117) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag '' (Smarty_Compiler.class.php, line 590)" string(139) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag: font-family: "Cambria"; (Smarty_Compiler.class.php, line 446)" string(117) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag '' (Smarty_Compiler.class.php, line 590)" string(149) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag: font-family: "MyriadPro-Regular"; (Smarty_Compiler.class.php, line 446)" string(117) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag '' (Smarty_Compiler.class.php, line 590)" string(143) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag: font-family: "Times-Roman"; (Smarty_Compiler.class.php, line 446)" string(117) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag '' (Smarty_Compiler.class.php, line 590)" string(180) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag: margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: Cambria; (Smarty_Compiler.class.php, line 446)" string(117) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag '' (Smarty_Compiler.class.php, line 590)" string(189) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag: margin-right: 0in; margin-left: 0in; font-size: 10pt; font-family: Times; (Smarty_Compiler.class.php, line 446)" string(117) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag '' (Smarty_Compiler.class.php, line 590)" string(217) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag: margin: 0in 0in 0.0001pt; line-height: 120%; font-size: 12pt; font-family: Times-Roman; color: black; (Smarty_Compiler.class.php, line 446)" string(117) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag '' (Smarty_Compiler.class.php, line 590)" string(137) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag: font-family: Cambria; (Smarty_Compiler.class.php, line 446)" string(117) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag '' (Smarty_Compiler.class.php, line 590)" string(135) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag: page: WordSection1; (Smarty_Compiler.class.php, line 446)" string(117) "Smarty error: [in evaluated template line 1]: syntax error: unrecognized tag '' (Smarty_Compiler.class.php, line 590)" @font-face @font-face @font-face @font-face @font-face @font-face p.MsoNormal, li.MsoNormal, div.MsoNormal p p.BasicParagraph, li.BasicParagraph, div.BasicParagraph .MsoChpDefault div.WordSection1

Nielsen Financial Group, a 20-year old financial management firm in Hillsborough, has joined Insight Financial Services headquartered in Flemington, NJ.

 

President Martin Nielsen became a strategic partner of Insight Financial Services when he added the services of their affiliated college funding business, Premier College Funding, to his practice in July 2012. Through this affiliation, Nielsen was able to focus on helping families find effective means to pay for college without depleting retirement savings.

““I’m excited to be fully integrated into the Insight Financial Services’ family of companies,” said Nielsen. “The decision to join was based on the comprehensive client services and results they deliver, demonstrated while working with Premier College Funding.”

Nielsen Financial Group has moved their offices to Insight Financial Services at 151 Main Street in Flemington, also home to Premier College Funding. Martin Nielsen can be reached at 908.359.7886 or insightfinancialservicesllc.com.

 

About Insight Financial Services, LLC:

Insight Financial Services is a full-service financial consulting firm dedicated to helping clients with strategies for protecting their hard-earned assets, planning for life’s major milestones and building wealth. They are headquartered in Flemington, NJ, with additional offices in Somerville, Holmdel and Pennington and Skillman.

 

Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor (member of FINRA/SIPC). LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer in the U.S. based on revenues as reported in Financial Planning magazine, June 1996-2013. This relationship allows Insight Financial Services’ advisors to provide access to unbiased products and services that can be highly customized to meet clients’ individual and unique needs. For additional information, call 908-788-1799 or visit www.insightfinancialservicesllc.com.

Read More

Jun 28, 2013

James Grehl Named CEO of Insight Financial Services

Insight Financial Services, a trusted New Jersey-based financial management firm, today announced the appointment of James Grehl as chief executive officer effective July 1, 2013. Mr. Grehl brings more than 25 years of relevant experience to his new role.

 

“Jim has been associated with Insight Financial since January 2012 working as an operations director in our Holmdel office,” said Robert Bacino, founding partner. “The position of chief executive officer is a new one within Insight Financial, and Jim will be responsible for ensuring operational excellence across the company. His results-oriented approach and ability to think strategically will play a pivotal role in helping us to grow.”

 

Prior to joining Insight Financial Services, Grehl had a 23-year career with AT&T/Avaya as Director of International Business Development and Product Management with extensive experience in mergers and acquisitions. He has a BSEE degree from New Jersey Institute of Technology and an MBA from Fairleigh Dickinson University. He currently resides in Point Pleasant, NJ with his wife.

 

About Insight Financial Services, LLC:

Insight Financial Services is a full-service financial consulting firm dedicated to helping clients with strategies for protecting their hard-earned assets, planning for life’s major milestones and building wealth. They are headquartered in Flemington, NJ, with additional offices in Somerville, Holmdel and Pennington and Skillman.

 

Securities and financial planning services are offered through LPL Financial, a Registered Investment Advisor (member of FINRA/SIPC). LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer in the U.S. based on revenues as reported in Financial Planning magazine, June 1996-2012. This relationship allows Insight Financial Services’ advisors to provide access to unbiased products and services that can be highly customized to meet clients’ individual and unique needs. For additional information, call 908-788-1799 or visit www.insightfinancialservicesllc.com.

Read More

Jun 24, 2013

Insight Financial Services Welcomes a New LPL Financial Advisor, John Chapel

Insight Financial Services has announced the addition of John H. Chapel as the financial planning firm’s newest investment planner.

“I’m excited to begin working with Insight Financial Services. In searching for a top-quality investment firm to bring my valued clients, they were the clear choice,” says Chapel.

Chapel has worked in the financial planning industry for more than 30 years, educating his clients and helping them prepare for financial independence and manage their investment portfolio. He was formerly with TDWaterhouse, now known as TDAmeritrade, and Wells Fargo Advisors.

“We are thrilled to expand Insight Financial’s depth of talent by welcoming John to the team,” says Robert Bacino, founder of Insight Financial. “His extensive experience and expertise is an asset to our growing business.”

Chapel earned his bachelor’s degree from Boston University. He resides in Montgomery Township with his wife and three children.

About Insight Financial Services, LLC:

Insight Financial Services is a full-service financial consulting firm dedicated to helping clients with strategies for protecting their hard-earned assets, planning for life’s major milestones and building wealth. Securities and financial planning services are offered through LPL Financial, a Registered Investment Advisor (member of FINRA/SIPC). LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer in the U.S. based on revenues as reported in Financial Planning magazine, June 1996-2012. This affiliation allows Insight Financial Services’ advisors to provide access to unbiased products and services that can be highly customized to meet clients’ individual and unique needs. For additional information, call 908-788-1799 or visit www.insightfinancialservicesllc.com

Read More

Apr 24, 2013

Insight Financial Services Presents “Eldercare Expo 2013”

On Thursday, May 2nd, Insight Financial Services in association with Vizzioni and Costello will host the “Eldercare Expo 2013” at the Copper Hill Country Club, Ringoes, NJ, from 4-8pm.

Families and caregiviers of aging adults are encouraged to attend this free event that will provide valuable educational information about the benefits and options that pre-planning can provide for both them and their loved ones. Barbara McVicker, an award-winning eldercare expert, educator and author, will provide a spirited and empowering presensation via Skype that will focus on the issues and impact individuals and families can anticipate when taking on the responsibility of caring for aging loved ones.

The expo will also feature an eldercare provider and advisor exhibit area that will include: Aging Advisors, LLC; A Simpler Life, Concierge; Bach’s Home Health Care Supply; Financial Assist, Inc.; Flemington Chiropractic Center; Gateway Funding; Home Instead Senior Care; Hunterdon Care/Rolling Hills Care Center; Independence Manor; Hunterdon Helpline; Hunterdon Hospice; Insight Financial Services LLC; Insight Tax & Accounting Group; James J. Costello, Jr., Esq.; Maitre Medical, Inc.; Meals On Wheels Of Hunterdon; Millenium Home Mortgage, LLC; Phillips Eye Center; Right At Home; Robert Siemers, Senior Advisor For Medicare Coverage; Shoprite Of Flemington; Quest Property & Development. They will be joined by other senior-care professionals to answer questions and provide information about services and resources available to family caregivers.

Complimentary refreshments and a light fare will be served.

For additional information or to register for this free event, please visit www.insightfinancialservicesllc.com or call 908-483-9643

About Insight Financial Services, LLC:

Insight Financial Services is a full-service financial consulting firm dedicated to helping clients with strategies for protecting their hard-earned assets, planning for life’s major milestones and building wealth. Securities and financial planning services are offered through LPL Financial, a Registered Investment Advisor (member of FINRA/SIPC). LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer in the U.S. based on revenues as reported in Financial Planning magazine, June 1996-2012. This relationship allows Insight Financial Services’ advisors to provide access to unbiased products and services that can be highly customized to meet clients’ individual and unique needs. For additional information, call 908-788-1799 or visit www.insightfinancialservicesllc

Read More

Apr 10, 2013

Insight Financial Services to Host “Eldercare Expo 2013”

Insight Financial Services to Host “Eldercare Expo 2013”

 

FLEMINGTON, NJ – April10, 2013 – On Thursday, May 2nd, Insight Financial Services in association with James J. Costello, Jr., Esq., will host the “Eldercare Expo 2013” at the Copper Hill Country Club, Ringoes, NJ, from 4-8pm.

 

Families and caregiviers of aging adults are invited to attend this free event that will provide valuable educational information about the challenges, choices and strategies to help plan for and support the independence and well-being of their elders. Award-winning industry expert, educator and author, Barbara McVicker, will be the featured speaker and will join the Expo via Skype.

 

A wide variety of businesses and support providers from the Flemington area will be on hand to provide additional information about options and resources available to caregivers. The Expo will additionally showcase innovative products for elders designed to help improve their quality of life, ease caretaking responsibilities and provide peace of mind.

 

Complimentary refreshments and a light fare will be served.

 

To learn more about attending this event or participating as a vendor, please visit www.insightfinancialservicesllc.com or call 908-483-9643.

 

 

About Insight Financial Services, LLC:

Insight Financial Services is a full-service financial consulting firm dedicated to helping clients with strategies for protecting their hard-earned assets, planning for life’s major milestones and building wealth. Securities and financial planning services are offered through LPL Financial, a Registered Investment Advisor (member of FINRA/SIPC). LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer in the U.S. based on revenues as reported in Financial Planning magazine, June 1996-2012. This relationship allows Insight Financial Services’ advisors to provide access to unbiased products and services that can be highly customized to meet clients’ individual and unique needs. For additional information, call 908-788-1799 or visit www.insightfinancialservicesllc.com

Read More

Mar 25, 2013

Insight Financial Services to Host Financial Seminar for Professional Women: “Successful Strategies for Success: What’s Next?”

On Thursday, April 4, Insight Financial Services will host a “live” webinar for professional women titled “Successful Strategies for Success: What’s Next?” featuring Angie Hollerich, CEP, CCA.

 

Hollerich is an award-winning financial educator, author and former certified financial planner. Her informative presentation will discuss money management, investment options and provide resources to empower women of all ages plan a sound financial future. Following the presentation attendees will have the opportunity to participate in a Q&A session.

 

A complimentary catered luncheon will be provided. The program will start promptly at 11:45am at multiple locations including Flemington, Somerville, and Holmdel, New Jersey. The program is open to all women of the community and their guests free of charge, and are encouraged to bring guests. Reservations are required. If you are interested in attending, please visit us at www.insightfinancialservicesllc.com or call 908-483-9643.

 

About Insight Financial Services, LLC:

Insight Financial Services is a full-service financial consulting firm dedicated to helping clients with strategies for protecting their hard-earned assets, planning for life’s major milestones and building wealth. Securities and financial planning services are offered through LPL Financial, a Registered Investment Advisor (member of FINRA/SIPC). LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer in the U.S. based on total revenues as reported in Financial Planning magazine, June 1996-2012. This relationship allows Insight Financial Services’ advisors to provide access to unbiased products and services that can be highly customized to address clients’ individual and unique needs. For additional information, call 908-788-1799 or visit www.insightfinancialservicesllc.com.

Read More

Mar 20, 2013

Exhibitor Space Available for Insight Financial Services’ “Eldercare Expo 2013”

On Thursday, May 2nd, Insight Financial Services in association with James J. Costello, Jr., Esq., will host the “Eldercare Expo 2013” at the Copper Hill Country Club, Ringoes, NJ, from 4-8pm.

 

Insight Financial Services is currently seeking eldercare service providers, support organizations and related businesses to take part in “Eldercare Expo 2013.”

 

The Expo has been designed to provide families and caregiviers of aging adults with educational information about the challenges, choices and strategies to help plan for and support the independence and well-being of their elders. Award-winning eldercare educator and author, Barbara McVicker, will be the featured speaker and will join the Expo via Skype. Additionally, attendees will have the opportunity to learn about the wide range eldercare support services and resources that are available in the Flemington area, as well as see innovative products designed to help ease the burden of care and provide peace of mind.

 

Exhibit space is on a first-come, first-served basis. An early registration discount will be offered until April 1st. Interested exhibitors should visit www.insightfinancialservicesllc.com or call 908-483-9643.

 

 

About Insight Financial Services, LLC:

Insight Financial Services is a full-service financial consulting firm dedicated to helping clients with strategies for protecting their hard-earned assets, planning for life’s major milestones and building wealth. Securities and financial planning services are offered through LPL Financial, a Registered Investment Advisor (member of FINRA/SIPC). LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer in the U.S. based on revenues as reported in Financial Planning magazine, June 1996-2012. This relationship allows Insight Financial Services’ advisors to provide access to unbiased products and services that can be highly customized to meet clients’ individual and unique needs. For additional information, call 908-788-1799 or visit www.insightfinancialservicesllc.com

 

Read More

Feb 26, 2013

Insight Financial Services to Host Financial Seminar: “Women and Money: Solutions to the Ten Most Common Money Mistakes”

On Thursday, March 7, Insight Financial Services will host a “live” webinar for professional women titled “Women and Money: The Wealth Factors” featuring Angie Hollerich, CEP, CCA.

 

Hollerich is an award-winning financial educator, author and former certified financial planner. Her engaging presentation will identify the internal and external obstacles women are confronted with when it comes to financial planning, as well as provide strategies for overcoming those challenges. Following the presentation attendees will have the opportunity to participate in a Q&A session.

 

March’s program includes a free catered lunch. The program will start promptly at 11:45a.m. at multiple locations including Flemington, Somerville, and Holmdel, New Jersey. This program is the fourth in a series held the first Thursday of every month through April 2013. It is open to all women of the community and their guests free of charge, however, reservations are required. If you are interested in attending, please visit us at www.insightfinancialservicesllc.com or call 908-483-9643.

 

About Insight Financial Services, LLC:

Insight Financial Services is a full-service financial consulting firm dedicated to helping clients with strategies for protecting their hard-earned assets, planning for life’s major milestones and building wealth. Securities and financial planning services are offered through LPL Financial, a Registered Investment Advisor (member of FINRA/SIPC). LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer in the U.S. based on total revenues as reported in Financial Planning magazine, June 1996-2012. This relationship allows Insight Financial Services’ advisors to provide access to unbiased products and services that can be highly customized to address clients’ individual and unique needs. For additional information, call 908-788-1799 or visit www.insightfinancialservicesllc.com.

Read More

Feb 20, 2013

Wealth Management Partners Joins Insight Financial Services

A well-known full-service financial management firm in Pennington, NJ – Wealth Management Partners - is pleased to announce that they have decided to join the Insight Financial Services’ family of companies, changing their name to Insight Financial Services effective January 2013.

“Insight Financial Services offers a perfect blend of talents and resources,” states Stephen Molinelli and Kevin Ryan, senior partners of the former Wealth Management Partners. “Our combined strengths will allow us to expand our service capabilities, while providing value-driven strategies to our clients."

The firm will continue to serve their existing client base and maintain their advisory and employee staff at their original location at 65 S. Main Street, Suite B003, Pennington, NJ 08534. The telephone number has changed to 609-730-4940.

This marks the fourth office in New Jersey for Insight Financial Services, with other offices in Flemington, Somerville and Holmdel.

About Insight Financial Services, LLC:

Insight Financial Services is a full-service financial consulting firm dedicated to helping clients with strategies for protecting their hard-earned assets, planning for life’s major milestones and building wealth. They are headquartered in Flemington, NJ, with additional offices in Somerville, Holmdel and Whiting.

Securities and financial planning services are offered through LPL Financial, a Registered Investment Advisor (member of FINRA/SIPC). LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer in the U.S. based on revenues as reported in Financial Planning magazine, June 1996-2012. This affiliation allows Insight Financial Services’ advisors to provide access to unbiased products and services that can be highly customized to meet clients’ individual and unique needs. For additional information, call 908-788-1799 or visit www.insightfinancialservicesllc.com.

 

Read More

Jan 28, 2013

Insight Financial Services to Host Financial Seminar for Professional Women: “Women and Money: The Wealth Factors”

On Thursday, February 7, Insight Financial Services will host a “live” webinar for professional women titled “Women and Money: The Wealth Factors” featuring Angie Hollerich, CEP, CCA.

 

Hollerich is an award-winning financial educator, author and former certified financial planner. Her educational presentation will reveal positive financial behavior modification strategies to help women of all ages take charge of their financial future. Following the presentation attendees will have the opportunity to ask questions.

 

The program will start promptly at 11:45 a.m. at multiple locations including Flemington, Somerville, and Holmdel, New Jersey and include a complimentary wine and cheese reception. This program is the third in a series held the first Thursday of every month through April 2013. It is open to all women of the community and their guests free of charge, however, reservations are required. If you are interested in attending, please visit us at www.insightfinancialservicesllc.com or call 908-483-9643.

 

About Insight Financial Services, LLC:

Insight Financial Services is a full-service financial consulting firm dedicated to helping clients with strategies for protecting their hard-earned assets, planning for life’s major milestones and building wealth. Securities and financial planning services are offered through LPL Financial, a Registered Investment Advisor (member of FINRA/SIPC). LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer in the U.S. based on total revenues as reported in Financial Planning magazine, June 1996-2012. This relationship allows Insight Financial Services’ advisors to provide access to unbiased products and services that can be highly customized to address clients’ individual and unique needs. For additional information, call 908-788-1799 or visit www.insightfinancialservicesllc.com.

 

Read More

Jan 16, 2013

2012 New Jersey Five Star Wealth Managers Announced

New Jersey Monthly released the 2012 listing of Five Star wealth managers in New Jersey. James H. Hunt, IV, Wealth Manager, Insight Financial Services, 139 West End Avenue, Somerville, NJ was included in the listing.

Five Star Professional partnered with New Jersey Monthly magazine to conduct research to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction. Fewer than two percent of the more than 37,000 wealth managers in the New Jersey area were selected.

A survey was provided to approximately one in four high-net-worth-households (more than 235,000 consumers), and 34,000 financial services professionals within the New Jersey area. Survey respondents were asked to evaluate wealth managers they knew through personal experience and to evaluate them based upon nine criteria. Both negative and positive evaluations were included in the scoring. Only wealth managers with a minimum of five years of experience were considered. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by regulatory agencies. The final list was reviewed by a panel of local financial services industry professionals.

http://njmonthly.com/articles/lifestyle/five-star-professionals.html

Read More

Dec 21, 2012

Insight Financial Services to Host Financial Seminar: “Women and Money: The Wealth Factors”

On Thursday, January 3, Insight Financial Services will host a “live” webinar for professional women titled “Women and Money: The Wealth Factors” featuring Angie Hollerich, CEP, CCA.

Hollerich is an award-winning financial educator, author and former certified financial planner. Her engaging presentation will identify the internal and external obstacles women are confronted with when it comes to financial planning, as well as provide strategies for overcoming those challenges. Following the presentation attendees will have the opportunity to participate in a Q&A session.

A catered luncheon will be provided. The program will start promptly at 11:45 a.m. at multiple locations including Pennington, Flemington, Somerville, and Holmdel, New Jersey. This program is the second in a series held the first Thursday of every month through April 2013. The series is open to all women of the community and their guests free of charge, however, reservations are required. If you are interested in attending, please visit us at www.insightfinancialservicesllc.com or call 908-483-9643.

About Insight Financial Services, LLC:

Insight Financial Services is a full-service financial consulting firm dedicated to helping clients with strategies for protecting their hard-earned assets, planning for life’s major milestones and building wealth. Securities and financial planning services are offered through LPL Financial, a Registered Investment Advisor (member of FINRA/SIPC). LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer in the U.S. based on total revenues as reported in Financial Planning magazine, June 1996-2012. This relationship allows Insight Financial Services’ advisors to provide access to unbiased products and services that can be highly customized to address clients’ individual and unique needs. For additional information, call 908-788-1799 or visit www.insightfinancialservicesllc.com.

Read More

Nov 26, 2012

Women & Money: Brain Power

On Thursday, December 6, Insight Financial Services will host a “live” webinar for professional women titled “Women and Money: Brain Power” featuring national speaker Angie Hollerich, CEP, CCA.

Read More

Oct 22, 2012

Insight Financial Services to Host New Financial Seminar: “Women and Money: Brain Power”

On Thursday, November 1, Insight Financial Services will host a “live” webinar for professional women titled “Women and Money: Brain Power” featuring national speaker Angie Hollerich, CEP, CCA.

 

Hollerich is an award-winning financial educator, author and former certified financial planner. She will share practical information and advice to empower women of all ages to make sound financial decisions. Following the presentation attendees will have the opportunity to participate in a Q&A session.

 

A catered luncheon will also be provided. The program will start promptly at 11:45 a.m. at multiple locations including Flemington, Somerville, and Holmdel, New Jersey. This program will be the first in a series held the first Thursday of every month through March 2013. The series is open to all women of the community and their guests free of charge, however, reservations are required. If you are interested in attending, please visit us at www.insightfinancialservicesllc.com or call 908-483-9643.

 

About Insight Financial Services, LLC:

Insight Financial Services is a full-service financial consulting firm dedicated to helping clients with strategies for protecting their hard-earned assets, planning for life’s major milestones and building wealth. Securities and financial planning services are offered through LPL Financial, a Registered Investment Advisor (member of FINRA/SIPC). LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer in the U.S. based on revenues as reported in Financial Planning magazine, June 1996-2012. This relationship allows Insight Financial Services’ advisors to provide access to unbiased products and services that can be highly customized to address clients’ individual and unique needs. For additional information, call 908-788-1799 or visit www.insightfinancialservicesllc.com.

Read More

Aug 28, 2012

Jenkins Joins the Holmdel Office of Insight Financial Services

Insight Financial Services is pleased to announce that Alex Jenkins has joined the firm’s office in Holmdel, NJ.

Read More

Jul 30, 2012

Insight Financial Services Welcomes New Advisor, Kurt Schroeder

Insight Financial Services, a New Jersey-based, full-service financial management firm, announced today that Kurt P. Schroeder has joined the firm as Wealth Advisor. Mr. Schroeder will be based in the firm’s headquarters office in Flemington.

Mr. Schroeder is a Certified Financial Planner™ with over 20 year’s experience in the financial services industry. He began his career at MetLIfe as a Financial Services Representative and eventually started his own business where he helped families and businesses with strategies that seek to secure their financial future.

He holds securities FINRA Series 6, 7, 63, and 65 registrations currently held with LPL Financial as well as life, health property & casualty insurance licenses.

“We are very excited that Kurt chose to join the Insight team,” stated Robert Bacino, founding partner of the firm. “He is a valuable asset to our growing organization.”

Kurt is a graduate of Bloomsburg University with a Bachelor of Science degree in Business Administration and Management. He resides in Mount Olive Township, NJ with his wife and two daughters.

About Insight Financial Services, LLC:

Insight Financial Services is a full-service financial consulting firm dedicated to helping clients with strategies for protecting their hard-earned assets, planning for life’s major milestones and building wealth. They are headquartered in Flemington, NJ, with additional offices in Somerville, Holmdel and Whiting.

Securities and financial planning services are offered through LPL Financial, a Registered Investment Advisor (member of FINRA/SIPC). LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer in the U.S. based on revenues as reported in Financial Planning magazine, June 1996-2012. This affiliation allows Insight Financial Services’ advisors to provide access to unbiased products and services that can be highly customized to meet clients’ individual and unique needs. For additional information, call 908-788-1799 or visit www.insightfinancialservicesllc.com.

 

Read More

Jul 23, 2012

Steven H. Druckman Joins Insight Financial’s Somerville Office

Insight Financial Services, a New Jersey-based, full-service financial management and planning firm, announced today that Steven H. Druckman  has joined the firm’s Somerville office as Wealth Advisor.

Read More

Jul 16, 2012

Insight Financial Services Opens Somerville Office

Flemington, NJ, July 16, 2012 – Insight Financial Services LLC, a full-service financial management and planning firm, is moving its Bridgewater office to a 2-story building at 139 West End Avenue in Somerville.

Read More

May 29, 2012

Perez Named Among the Top 5 Business Women Who Tweet About Wall Street

AdvisorOne, the leading online magazine for investment news and analysis for financial advisors, announced that Glad M. Perez, Wealth Advisor at Insight Financial Services in Bridgewater, is among the top 5 most influential women about Wall Street on Twitter. According to the magazine and a recent HubSpot study, a growing number of women in finance and the advisor world are gaining avid Twitter followings.

 

“I believe that Twitter has fundamentally changed the way financial and other world news is disseminated today,” said Perez. “The value of Twitter is in the ability to share information in real-time. Twitter is one of the fastest growing communication platforms, generating hundreds of thousands of new visitors every day.”

 

The number of followers, frequency of tweets, quality of posts and professional credentials of the “Wall Street” women determined the list.

 

Ms. Perez joined Insight Financial Services in 2008 and has worked in financial services since 2005. Prior to that, she was Vice President of Marketing and

E-Commerce at Affinity Federal Credit Union in Basking Ridge, NJ, the largest credit union in New Jersey.  Securities offered through LPL Financial Member FINRA/SIPC

 

Perez’s twitter handle is @gladperez. She can also be reached at http://www.linkedin.com/in/gladperez, glad.perez@lpl.com, and 908-575-7526.

Read More

Apr 24, 2012

Insight Financial Services Hosts a New Seminar as Part of a Series for Women

On Tuesday, May 8, Insight Financial Services will host a seminar and catered luncheon for women titled “Understand Risk So you Can Have Financial Security.”

 

Returning financial educator and renowned author, Camille Gaines, will be the firm’s guest via “Live” teleseminar. Gaines, who hails from Austin, TX, provides simple strategies for busy women to help them create their own financial destiny, increase their wealth and pursue the life they want.

 

The May 8, luncheon and program will start at 11:45 a.m. at multiple locations including Flemington, Basking Ridge, and Whiting, New Jersey. The series is open to all women of the community and their guests free of charge, however, reservations are required. If you are interested in attending, please visit us at www.insightfinancialservicesllc.com or call 908-333-0890.

 

About Insight Financial Services, LLC:

Insight Financial Services is a full-service financial consulting firm dedicated to helping clients with strategies for protecting their hard-earned assets, planning for life’s major milestones and building wealth. Securities and financial planning services are offered through LPL Financial, a Registered Investment Advisor (member of FINRA/SIPC). LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer in the U.S. based on revenues as reported in Financial Planning magazine, June 1996-2011. This affiliation allows Insight Financial Services’ advisors to provide access to unbiased products and services that can be highly customized to meet clients’ individual and unique needs. For additional information, call 908-788-1799 or visit www.insightfinancialservicesllc.com

Read More

Apr 19, 2012

Insight Financial Services Becomes a Member of the Financial Services

Local financial advisor Robert J. Bacino, of Insight Financial Services, today announced he has become a member of the Financial Services Institute (FSI) in Washington, D.C.

Read More

Feb 13, 2012

Eric W. Lathrop joins Insight Financial Services as Wealth Advisor

Robert Bacino, founding partner of Insight Financial Services LLC, a full-service financial management firm with offices throughout New Jersey, has announced that Eric W. Lathrop has joined the firm as wealth advisor.

 

Lathrop brings more than 20 years of experience to Insight Financial, including 2 years as a financial advisor with Morgan Stanley Smith Barney and many years of account management experience with AT&T; Telcordia; Atrion Corporation; and Arbinet, Inc.

 

“Eric’s impressive background in the financial industry and in working directly with clients makes him an ideal advisor,” said Bacino. “He shares the firm’s philosophy of putting clients first and his experience and accomplishments are exceptional. We are pleased to have Eric on our team as Insight Financial continues to grow.”

 

Lathrop holds securities FINRA Series 66 and Series 7 in NJ, NY, PA and FL with LPL Financial; and he is licensed to sell life and health insurance. He received his bachelor’s degree from Wheaton College and MBA from Rutgers Graduate School of Management. He will be located in the firm’s headquarters in Flemington, NJ.

Read More

Feb 3, 2012

Insight Financial Services Welcomes New Wealth Advisor

Tina Dhar has joined the financial advisory team of Insight Financial Services LLC.  Insight Financial currently has 4 offices in the State, and Ms. Dhar will be located in the firm’s Holmdel office.

 

Read More

Feb 2, 2012

Insight Financial Services Hosts Women’s Financial Empowerment Seminar

On February 14, Insight Financial Services will host a “live” teleseminar titled “Growing Cash Flow Leads to More Wealth.” Insight Financial Services has retained renowned financial author and educator Camille Gaines as the featured guest speaker.

Read More

Jan 3, 2012

Insight Financial Services Hosts Educational Seminar on Finances for Women on January 10

Insight Financial Services will host a “live” teleseminar and catered luncheon featuring renowned financial author and educator Camille Gaines on Tuesday, January 10.

Read More

Nov 25, 2011

Insight Financial Services Hosts Women’s Seminar: “Create a Roadmap to Financial Success”

On Tuesday, December 13, Insight Financial Services will host a free Lunch ‘n Learn seminar for women titled “Create a Roadmap to Financial Success.” The program will be held at multiple locations in New Jersey including Flemington, Basking Ridge, Piscataway, and Whiting from 11:45 a.m. to 1 p.m.

Read More

Nov 23, 2011

Good Will Toward All, Written by KenTarbous

Posted In Packet Magazine

Wednesday, Nov. 23., 2011 - The emotion-filled holiday season coincides with the end of the tax year – a combination that fills inboxes everywhere with appeals from charities and other nonprofit organizations asking for donations to further their philanthropic missions and help fellow human beings.

 

Economic conditions have been particularly harsh on nonprofit organizations, especially social service providers such as food pantries and food banks, homeless shelters and mental health clinics.

“Charities are facing the tug of war between the increased demand for the services they provide but flat or reduced funding from most major sources, whether that’s government or institutional or individual philanthropy,” says Linda M. Czipo, executive director of the Center for Non-Profit Corporations in North Brunswick. “That makes for very difficult times for charities to pursue their missions.”


Linda M. Czipo

Nonprofit organizations range from soup kitchens, food banks and homeless shelters to theater groups, museums and beyond. There are more than 10,000 charitable organizations and 250 professional fundraising firms active in New Jersey, and more than one million operating charities across the nation.

At this time of year it seems as if every one of them is looking for help of their own. In addition to asking for your money, human services organizations are holding more drives for canned food, winter coats and other supplies as many of those charitable organizations function as a safety net for people struck by hard times and difficult situations.

“On a most fundamental level, charities are a very key part of what makes a community or a state or a society a good place to be and live,” Ms. Czipo says. “Charities provide services to people who are in need, whether it’s services for people living in poverty, health care, education for our children, environmental protection, arts or job training.”

Nonprofits are an important part of the social fabric of our communities, Ms. Czipo says, but charities also play a role in the state’s economy. Nonprofits in New Jersey employ approximately 7 percent of the workforce in the Garden State, more than many major industries, and those organizations buy goods and services, she says.

And organizations nationwide take in a great deal of money as well. In 2010,  $290 billion was donated. Of that total the largest portion was given by individuals – 73 percent or $211 billion – followed by another 8 percent – or $22.8 billion – in bequests in individuals’ wills, according to Giving USA Foundation. So, if you’re in a position to do more than drop a dollar in the Salvation Army bucket, nonprofit professionals say it’s important to give to local and national charities.


Nancy W. Kieling

“ ‘Philanthropy’ is a word that most of the world doesn’t relate to, because they think it means Bill Gates or Andrew Carnegie. ‘Philanthropy’ actually means, in the dictionary definition, a love of other humans, and my belief is that most of us are endowed from birth with some concern for our fellow travelers,” says Nancy W. Kieling, president of the Princeton Area Community Foundation. “I would ask the question: ‘Do we have some responsibility for others who have less and should we be responding to that?’ At the end of the day, I think, people usually feel really good about making charitable gifts and being part of the solution instead of part of the problem.”

If you decide the time is right to make a donation to a cause you feel strongly about – like finding a cure for diabetes or breast cancer, eradicating homelessness or helping fend off hunger in your own hometown – make sure you spend some time getting to know the charity that will be cashing your check.

From time to time news media tell horror stories of bogus groups scamming well-meaning donors, whose money ends up not going to the cause they thought it was.

“Like a lot of things in life, the scare stories of nonprofits run parallel to the shyster businessmen and the bad actors in all parts of life, which is a very distinct tiny minority of players in the field,” Ms. Keiling says.

Making an informed decision is your best strategy, the professionals say. Most legitimate charities, because they value educated donors, will be forthcoming about how they are faring financially, how much of the money donated goes directly to their programs, and they’ll want to talk about the good they’re doing through their programs.

Online resources, like Guidestar.org, a nonprofit website that provides data on nonprofits and collects organizations’ tax returns (IRS From 990), and the Division of Consumer Affairs website, can assist in your research on whom you’re thinking about supporting.  The DCA site has a searchable database of all registered nonprofits in the state.

For its part, the DCA warns would-be donors to beware of pressure to make an immediate donation, promises of gifts or prizes when you donate, or  “sob story” solicitations. The state agency also cautions that you should never mail cash (send a check instead), never give credit card information over the phone to someone you don’t know, nor agree to have someone visit your home to pick up your donation.

Just how much support to give and in what form – whether it’s cash, a car, stocks and bonds that have appreciated in value, or through the creation of your own trust – are decisions that vary from person to person and family to family.

If you’re writing a check, see if your employer has a matching grant or matching gift program for qualified nonprofit organizations, which can increase the power and value of your gift.

But just make sure that it works with your situation.


Robert J. Bacino

“What I recommend to clients is that they consider giving to charities as part of a budget item that you may want to look at on a monthly basis, so that you’re not overextending yourself to the point where you are jeopardizing your future by supporting a cause you feel very much behind only to find out down the road that you are a little bit less further down the path for your own retirement,” says Robert J. Bacino, president of Insight Financial Services, headquartered in Flemington.

Beyond altruistic motives, people can create giving plans that maximize tax benefits. Donations to 501(c)3 organizations can be tax deductible, but individuals need to consult an expert tax adviser ahead of time, says Mr. Bacino.

“For individuals who want to make the most of their giving or make large donations, using a well-defined approach as part of a financial plan that incorporates a tax adviser can help to do more good than they thought was possible,” says Mr. Bacino, a board member of The Flemington Food Pantry.

But money isn’t the only way you can help.

“Many, many organizations welcome the involvement of volunteers or committee members,” says Ms. Czipo. “Maybe consider serving on a charity board if you’re really impassioned about a cause. Those are other ways you can have a significant impact on the well-being of an organization and the mission it’s pursuing.”

Read More

Oct 13, 2011

Robert W. Quinlan Joins Insight Financial Services as Director of Business Development

Insight Financial Services is pleased to announce that the firm has named Robert W. Quinlan, CFP®, MBA as Director of Business Development. Quinlan will lead the corporate recruiting efforts and help to grow business development opportunities throughout New Jersey.

 

“I’m excited about Bob joining our firm. His wealth of experience and resources are a valuable asset to Insight Financial,” states Rob Bacino, founding partner. “Bob’s key role will be to build upon our strategic objective of growth and quality.”

 

Quinlan comes to Insight Financial Services with more than 20 years of financial consulting, marketing and account management experience. Since 2007, he has been a Financial Advisor and Registered Principal of LPL Financial, the broker dealer for Insight Financial Services’ advisors. Prior to that, he was a financial planner with Met Life and Vice President at AXA Equitable.

 

Quinlan earned his Bachelor of Science in Marketing from Fairfield University and holds an MBA in finance and marketing from Seton Hall University. He is a CERTIFIED FINANCIAL PLANNER™, holds Life and Health Insurance Licenses and has FINRA Series 7, 24 and 66 securities registrations currently held with LPL Financial. Bob resides in Wall Township, NJ.

He can be reached at 732-528-0810  or at robert.quinlan@lpl.com

 

Read More

Sep 30, 2011

Insight Financial Services Launches Women’s Financial Educational Series

On October 11, Insight Financial Services will launch a continuing educational series titled ‘Insights Into Women and Money’. This custom-designed program is geared specifically towards women to equip them with the financial knowledge they need to make their own financial decisions.

Read More

Sep 8, 2011

Insight Financial Services Announces New Office and Wealth Advisor, Julia Gagliardi

Insight Financial Services LLC is proud to announce the opening of its fourth office in Whiting, Ocean County, NJ and welcome Julia Gagliardi as managing Wealth Advisor.

Ms. Gagliardi brings over twenty years of experience including three as a Financial Advisor for Edward Jones Investments. She was with NBC for more than 5 years and a teacher in the Freehold Middle School. Adding to her diverse experience and interests, Ms. Gagliardi was a stand-up comedian and national headliner from 1980 to 2000; and she is a pilot.

Ms. Gagliardi holds a bachelor’s degree from Georgian Court University in Lakewood, NJ. She was raised in Fairview, NJ and is currently a resident of Whiting, NJ.

“We are pleased to have Julia on board, and look forward to a prosperous future with her,” says Robert Bacino, founding and managing partner of Insight Financial Services. This marks the fourth New Jersey county in which Insight Financial Services has offices, expanding its ability to better serve clients throughout the State.

Read More

Jul 14, 2011

Flemington Kiwanis Donates $500 from Pancake Breakfast to Salvation Army

By Hunterdon County Democrat, Flemington – Kiwanis presented a $500 check to The Salvation Army in Flemington on June 30. The proceeds were from the club’s successful first pancake breakfast.

During the summer, The Salvation Army provides scholarships for children to attend Camp Tecumseh in Pittstown and during the school year, they provide full youth programming at no cost to local families.

Kiwanis is an international service organization in which local volunteers serve children of the community.

The local club in Flemington has been involved with projects including backpack and lunch box drives with the Flemington Food Pantry, providing toys and gifts at Christmas with The Salvation Army, the donation new mother baskets for the Friendship Center for New Beginnings, fundraising for SAFE Communities Coalition and the March of Dimes.

The club meets twice a month on the second Thursday at Bistro 161 at noon and the fourth Thursday at The Salvation Army, also at noon. Meetings include discussions about the club’s involvement in the community and local speakers to inform and inspire members. New members or guests are always welcome.

For more information about the club, contact Shelly Nord at Insight Financial 908-788-1799, e-mail shelley.nord@lpl.com or go to Kiwanisoch.org.

 

NJ.com article

Read More

Jun 10, 2011

Paul Otis Joins Insight Financial Service's Flemington Office

Executive moves to Insight Financial Services LLC

Read More

Apr 19, 2011

Insight Financial Services is Growing and Expanding

Insight Financial Services opens a new office in Holmdel, NJ

Read More

Feb 1, 2011

Shelley Parish Nord Named Among New Jersey's Top Wealth Advisors

Flemington Wealth Advisor Named as One of New Jersey's Best!

Read More

Jan 20, 2011

Insight Financial Services Hosts Free Seminar on Strategic Planning

Karen L. Jett, of Jett Excellence,  presents a seminar on the value of creating a strategic plan

Read More

Dec 9, 2010

Robert Bacino Named 2010 Entrepreneur of the Year

The Hunterdon County Chamber of Commerce was proud to honor Mr. Robert Bacino, founding Partner of Insight Financial Services LLC, as the 2010 Entrepreneur of the Year.

Read More

Nov 9, 2010

Insight Financial Services Hosts Free Social Security Seminar

Insight Financial Services – as part of a continuing lecture series – will host a seminar on social security presented by the Social Securities Administration’s Public Affairs Specialist, I. Carl Robinson. Mr. Robinson is a noted speaker with over 15 years of topical experience.

Read More

Oct 12, 2010

Robert Siemers Joins Insight Financial Services, LLC

Insight Financial Services, a full service financial and investment management services firm, today announced that Robert Siemers has joined the Colts Neck office as a wealth advisor.

Robert has been in the financial industry for nearly five years. Prior to joining Insight Financial Services, he was at New York Life. He also served as a financial consultant with AXA Advisors and, prior to that was with AT&T. Robert enjoys being an active member of his local community by coaching little league baseball as well as through his involvement in local networking groups. Robert is currently a resident of Wall Township, New Jersey.

Read More

Oct 1, 2010

Insight Financial Services Hosts FBI Agent for Free Seminar on Identity Theft

Insight Financial Services will host a seminar on identity theft featuring William C. Monks, special agent with the Federal Bureau of Investigation. The seminar will be held on Tuesday, October 12, 2010 from 7 to 8 p.m. at Insight Financial Service’s office at 151 Main Street.

With illegal access to very sensitive personal information, identity theft can devastate any individual’s financial security. Monks’ presentation, entitled "Identity Theft: Are you a hard target?" will cover the essential topics regarding identity theft. These points include what identity theft is and how it happens, and more importantly how to prevent identity theft from happening to you. He will also go over what to do if you fall victim to identity theft.

 

Read More

Sep 1, 2010

Insight Financial Services to Host Free Social Media Seminar at 151 Main Street, Flemington

On Tuesday, September 21, at 6:00 p.m., Insight Financial Services, LLC will be conducting a seminar for the local community on how to host a business on Facebook and other social media at 151 Main Street in Flemington.

Local business expert, Laura Cummins, will present the seminar. After working for two International Companies as a Senior Executive, Ms. Cummins now assists small business owners and professionals with the marketing and promotion of their businesses via event/launch planning, social media networking and other unique marketing practices. Overall, her goal is to help others succeed and prosper by establishing strategies that will take their business to the next level.

The event is open to the general public, and snacks and refreshments will be provided. The format will be interactive and participants will have the opportunity to raise questions and engage in the conversation about the social media frontier. Seating is limited, and a reservation is required. Please call Sharon Faas at 908-788-1799, ext. 9637 to reserve a seat.

Read More

Jul 15, 2010

Insight Financial Services, LLC Opens New Office in Colts Neck, New Jersey

Insight Financial Services, LLC (insightfinancialservicesllc.com), a full service financial and investment management services firm located in Flemington and Bridgewater, today announced the opening of a new office in Colts Neck, New Jersey.

“This new office will enable us to better respond to the needs of our clients in the Monmouth County area and support the strategic growth of Insight Financial Services,” states Robert Bacino, founding partner of the firm. “Our growth is predicated on finding highly experienced and dedicated financial advisors who embrace our client-centric approach. We found that in James Luongo, CLU, ChFC, who will head the Colts Neck office.”

Mr. Luongo, Wealth Advisor, has been in the insurance and financial services business since 1989. He is a member of the Colts Neck Business Association, resides in the area and graduated with a B.S. in Business Administration from Monmouth University.

Insight Financial Service’s new branch office address is 5 Professional Circle, Suite 110, Colts Neck, NJ 07722. The main phone number is 732-332-0251.

Read More

Jul 27, 2009

Defining a Millionnaire

Posted In nj.com

Jul 27, 2009 ... ''A millionaire is an individual whose net worth or wealth exceeds one million dollars in the United States,'' said Wayne Tillman with Insight ...

Read More

CONTACT INFO

Flemington Headquarters:
151 Main Street, Flemington, NJ 08822
Phone: 908-788-1799
Fax: 908-788-4599
To contact our other locations, click here.
Securities and advisory services offered through LPL Financial; Member FINRA/SIPC
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the States:
CA, CT, DE, FL, GA, ID, KS, MA, MD, MI, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, WA, WI