Dan Sopher Email & Phone Number

At Sopher Financial Group, our mission is to help our clients and their families achieve financial confidence by defining and establishing a well-balanced investment strategy within the context of their personal goals, objectives, and comfort level. For us, business is personal—we foster long-term relationships with our clients and remain committed to providing highly personal customer service in a family environment..Named 5 Five Star Wealth Manager 2009-2013. To receive the 2013 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 4,049 wealth managers in the New Jersey area were considered for the award. 733 were named 2013 Five Star Wealth Managers which represents less than 7% of the total wealth managers in the area. Wealth managers do not pay a fee to be considered or placed on the final list of 2013 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance.Sopher Financial Group 258 Bridge Street Metuchen NJ 08840 732-603-0400 fax 732-603-9440 website: www.sopherfinancial.com Securities and Investment Advisory Services offered through NFP Securities, Inc., a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor. 1250 Capital of Texas Highway, Bldg.2-Ste.125, Austin, TX 78746 - (512)697-6000. Sopher Financial Group is not an affiliate of NFP Securities, Inc.

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  Villanova University

  Bachelor Of Arts (B.A.)