Richard  Gopin,  CFP<sup>&reg;</sup> - Financial Advisor

Richard Gopin, CFP®

Concordia Financial Group, Inc.

5676 Berkshire Valley Rd
Oak Ridge, NJ 07438
FINANCIAL ADVISOR'S WEBSITE
(973) 697-6300 CONNECT WITH Richard
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General

Richard Gopin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Concordia Financial Group, Inc. in Oak Ridge, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLTC

Broker-Dealer Disclaimer

Securities and Advisory services are offered through Madison Avenue Securities, LLC. (MAS) a Registered Investment Advisor, Member FINRA/SIPC. MAS and Concordia Financial Group, Inc. are not affiliated companies. Richard Gopin is Licensed to solicit and sell securities and advisory services in the state of AZ, CA, CT, DE, FL, GA, HI, KY, MA, NC, NE, NJ, NM, NY, PA, SC.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Estate Planning, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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