New England Financial
Joseph Del Guercio, CLU®, ChFC®
Senior Financial Planner
Financial Representative

www.newjerseyfinancial.com

Welcome to my home page!


As a dedicated professional financial planner, I have created this site with you in mind. I pride myself on providing personalized one on one service and truly believe in the "client first" philosophy.

A little bit about me....

My undergraduate degree in Finance is from Seton Hall University. I have earned the CLU and ChFC® professional designations (Chartered Life Underwriter and Chartered Financial Consultant) from the American College.

Since 1986, I have been a Financial Representative with New England Financial and have recently received the title of Senior Financial Planner. In my financial services practice, I work closely with my associates, Giny Dymbort (973-227-8800 ext 7908) and Gary Caltabilotta (973-227-8800 ext 6041).  Together we employ a team approach centered around dedicated service, loyalty and responsiveness to our clients' needs in both the individual and corporate arenas.

I live in South Brunswick, NJ with my wife, Patti and children, Brian and Brooke. I'm very active in local business and civic organizations including being an officer and founding member of the South Brunswick Chamber of Commerce, board member of the South Brunswick Family YMCA, board member of Women Aware, member of the South Brunswick Lions Club, and treasurer of the Dayton Village Citizens' Coalition.

 

We have representatives in this office licensed and registered to offer products and services in [FL, MI, NC, NJ, NY, PA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Outlook 2007, Part II

So the economy has begun to slow and there's some talk of a recession in the offing. Is it time to batten down and wait for the storm? Not so fast. Consumers, financial markets, and policymakers are behaving as though there are reasons to be optimistic.

The Health-Care Squeeze

The coming health-care squeeze will likely affect most Americans regardless of age, net worth, or health.

Eye on Private Equity

There’s been a recent boom in private equity takeovers of publicly traded companies. What are the reasons, and will the boom continue?

Quick Facts - July 2007

Information about Retirement, Long Term Care and the Mature Markets

More Newsletters →