Meet Our Team

Financial Celebrations began in 1990 when we realized a desire to provide service to our clients rather than just providing information or a sales pitch. Our clients have access to Financial Representatives and Financial Assistants. We also have specialists in Estate Planning, Social Security and Medicare. We have continued to embrace our philosophy of being able to service our clients in their overall financial needs. Our Business Manager and Administrative team provide excellent service to all of our clients.

Throughout our 23 year history we have continued to embrace our philosophy of being able to service our clients in their overall financial, estate planning, social security and Medicare needs. In addition to our individual clients we work with employers and businesses ranging from sole proprietorship to corporations, providing them with retirement plans for their employees.

Registered Financial Representatives work directly with clients providing financial guidance and can answer investment related questions. All Stocks, Bond, and Variable Annuities are offered independently through National Planning Corp – an independent Broker-Dealer. Securities offered through NATIONAL PLANNING CORPORATION (NPC), member FNINRA / SIPC (See our home page for full disclosure).