About

Avatar is a New Jersey-based firm that specializes in financial solutions for our clients.  We make it priority number one to earn your trust particularly when it comes to something as important as your financial health.  We want you to feel totally comfortable about the services and the process we take so you can feel confident that you are working with the very best people. 

Throughout the year Avatar and its financial advisors have developed direct relations/partnerships with some of the most respected financial institutions in the world.  So we are confident that regardless of what your financial needs are, Avatar can develop an appropriate strategy.

Strategic. Comprehensive. Tactical.

This site is designed to have the best educational content available for those who are interested in: asset protection, reducing income taxes, guaranteed return (accumulation value) annuities coupled with a guaranteed income for life, and creating a tax-free retirement nest egg.