My name is Joseph J. Maurio and I am the president of Hunterdon Hills Financial. After 36 year's experience in the financial field, I have helped my clients reach their retirement goals and plan properly for the future.
I develop plans to determine how much of a client’s retirement money that they would like tax-free, not just tax-deferred, to retain the most money necessary for retirement. I only deal with retirement vehicles that have 100% guaranteed principal protection and many with guaranteed lifetime income. I also specialize in converting 401k's and 403b's into risk-free products. This is all to ensure the client’s satisfaction and make for a happy retirement.
I continue to study and be on the cutting edge of my industry, and I continuously learn how to strategically approach retirement taxation to work to the client’s advantage. Since 1984, I have proudly served Hunterdon, Somerset, Morris, Union Mercer, Monmouth, Middlesex and Warren Counties in New Jersey. I also am licensed in Pennsylvania and Georgia as well.
Trade associations and industry boards I belong to include:
LUTCF (Professional designation)
Prudential Financial, formerly Managing Director where I trained thousands of agents and managers
SMART Retirement Advising
Former state of New Jersey Instructor for Life Insurance
My New Jersey insurance producer's license number is 8306838. I would be glad to discuss life insurance, retirement plans, 401k’s, and more with you. Contact Hunterdon Hills Financial to learn more today.