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 Who We Are

A dedicated team of Certified Financial Planners and Certified Public Accountants that combine tax knowledge and the economic landscape to create a financial plan for you.

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 How We Work

We provide personalized advice based on years of experience, knowledge on the latest legislative changes, an understanding of the current business landscape, and a keen sense of how to realistically achieve your financial goals.

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What We Offer

Everything from saving for college to planning for retirement, we can help you every step of the way in planning for life’s big moments.

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Customized Financial Strategies For the Many Milestones in Life

Customized Financial Strategies For the Many Milestones in Life

What is your vision for the future? Maybe you want to save for your children’s college, or start a business of your own, plan for retirement, or manage your tax situation. While your goal may be clear, achieving it takes hard work, a lot of planning, and a strong bond between client and advisor.


At Alloy Silverstein, we stand ready to provide personalized financial plans based on your goals.

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Brighter Financial Futures

Alloy Silverstein Financial Services, Inc. provides comprehensive tax-optimized wealth management services to the families, individuals, and businesses of our South Jersey community since 1999.

Individuals & Families

Individuals & Families

Everyone from fresh young professionals to newlyweds to those nearing retirement could benefit from a brighter financial future. We help individuals put personalized plans in place that help protect the future of their assets, ventures, and families.

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Business Owners

Business Owners

Time is valuable, and our advisors can help you save even more of it by collaborating with your Alloy Silverstein CPA for tax-optimized financial services and guidance.

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Medical & Legal Professionals

Medical & Legal Professionals

Your patients and clients trust you with their future. Who do you trust with yours? For decades we have been working with doctors and attorneys by helping them feel confident in their personal and business financial planning.

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Professional Athletes

Professional Athletes

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Helpful Content

<p>The Facts About Income Tax</p>

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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<p>A Bucket Plan to Go with Your Bucket List</p>

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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<p>Understanding the Alternate Valuation Date</p>

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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