John Mossa- Financial Advisor Red Bank, NJ

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About John Mossa

Wellesley Financial Planners was founded when financial planning was in its infancy in 1984. Our primary mission will always be to put the interests of the client first and foremost. We will objectively and fairly assist clients in every aspect of their financial lives. We aim to provide superior service that is caring and personal. We recognize that anyone who puts their trust in us deserves the highest level of expertise. Therefore our knowledge, experience and confidence must always exceed all expectations. For each of our clients we strive to help create stability and security to achieve the goals of financial independence and personal happiness.

Today with the addition of two highly qualified and experienced financial planning associates and three administrators the firm of Wellesley Financial Planners serves the needs of over a thousand clients. We are proud to offer a distinct and powerful approach to personal financial planning that employs the "Spirit of Life" philosophy rarely seen elsewhere today. We invite you to join us.

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General Information

Firm Start Year

1983

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelor of Science - Marketing and Business Administration

King's College
08/28/1976 -05/20/1980

Disclosures

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LPL ADV 2A

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Additional Detailed Disclosures

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Disclaimer

Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC https://www.finra.org/ https://www.sipc.org/

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John Mossa

Wellesley Financial Planners