How I help You
At Hunterdon Hills Financial, I provide a comprehensive financial plan that ensures a secure retirement for my clients. My focus is on helping pre-retirement or retired clients maximize their income and achieve their retirement goals, with customized plans designed to provide tax-free income and 100% principal protection. We have a wide array of clients from successful Middle-class to High Net-worth individuals.
I am a Tax Minimization Specialist providing Social Security Planning, Annuities, Life Insurance, college planning and converting 401(k)s and 403(b)s into risk-free products. Don't let taxation hinder your retirement goals - I help clients uncover and solve problems with their 401(k)s and IRAs to ensure a comfortable retirement.
- HHF Services -
- Retirement Income Planning
- Retirement Planning
- Minimize Tax Strategies
- High Net Worth Investing
- Estate Planning
- Volatility Protection Strategies
- Empower True Wealth
- 401K & 403B Conversions
- 401K's & 403B's Conversion to Roth
Required Minimum Distribution (RMD’S) planning - Optimizing Investment Strategy
- Maximizing Social Security
- Managing Investment Risk
- Reviewing Life Insurance Coverage
- Optimize Assets Planning
- HHF Team -
Joe Maurio
Joe was formerly a Manager Director with a large multinational financial firm, where he helped thousands of clients achieve their goals over the span of about four decades. He continues to study new techniques and has a passion to learn new ways to maximize potential growth and security in retirement funds. Joe is also an avid real estate investor, and owns over a dozen homes across the nation.
When asking Joe about himself he told us "I get up every morning and go to my office with a passion to help my clients achieve their financial goals. After nearly 40 years in the financial industry, I still love my job and work very hard to devise comprehensive financial plan for my clients. I find it ironic that most people do not have a written financial plan. I like to show people how their dreams can come true to enjoy a successful retirement."
Leslie Husarenko
Leslie Husarenko has extensive experience working in the financial industry for the past 25 years assisting top producers with client services. She has tremendous experience with Life products and is a registered insurance agent. She is known for her friendliness and knowledge assisting new clients with our onboarding process, she makes it her mission to address and solve customer's questions efficiently.
Leslie is a proud mom of three and has six loving grandchildren, on weekends you will find Leslie cruising around on her boat enjoying the island life.
Lisa Martinez
Lisa has been in the industry for over 18 years. As a Business Development Advisors she helps advisors keep up with the changing market of annuity, life and asset-based LTC products and bring a wealth of product and case design concepts. She compares the many features and parts of each available product options, rates and riders in order to determine which vehicle is the best fit for the advisors clients.
Peter Gerdes
Peter has loved art since as far back as his memories go - and has been drawing his world for about the same. But when he was asked to design his first logo when he was 15, he knew that he had found his calling. Passion is knowing that what you do makes a difference. Peter takes ideas from his clients, and turns them into designs, and then develop those designs into forms that rock our world.
