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Main Office:
310 Passaic Ave, Suite 203
Fairfield, NJ 07004

Affiliated Office:
Ladenburg Thalmann
277 Park Avenue, 26th Floor
New York, New York 10172

(866) 401k-529

Team

At Financial Principles, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased services to our clients. Our team of experienced professionals have helped many people, just like you, with similar issues and approaches that are designed to address your individual situation.

  • Consultative Financial Planning
  • Professional Wealth Management
  • Independent Investment and Insurance Services
  • Retirement, Business and Estate Planning Strategies
 

Helping people make prudent financial decisions is certainly not new to Brad Bofford. Having been in the financial services industry for over twenty years (beginning with a college internship for Raymond James in 1992), Brad brings...

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Mike Flower brings 21 years of experience in the financial services industry to Financial Principles, LLC. As managing partner, his mission is to help individuals set, achieve and maintain their most important lifetime goals. He...

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Dan went from being a client to an Advisor for the firm in 2003. Due to his increasing experience and evolving practice, he is now a Vice President entering his 15th year of Financial Planning. Dan’s finds most fulfilling his ability...

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Todd has worked for Financial Principles, LLC for 17 years. The years preceding 1998 he worked for The Equitable (AXA) administering 401(k) and profit sharing plans for mid-size companies. Todd is a Registered Representative with...

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Louis A. Tucci started his career in Financial Services in 2000, coming from an entrepreneurial background of operating other businesses for a span of over 20 years. As a Wealth Advisor for successful business owners, executives and...

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JoAnne Forte

Compliance Manager and Executive Assistant to Michael Flower, CFP

973-582-1019

As the Office Manager, JoAnne has a wide array of responsibilities for Financial Principles including compliance, accounts payable, human resources, benefits, and licensing. She also assists the client servicing for Michael Flower....

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Lynn Marie Feoranz

Executive Assistant to Daniel Trout

973-582-1014

973-582-1001

As an Administrative Assistant to Daniel Trout, Lynn Marie’s primary responsibilities are to ensure that all administrative and client support needs are met for Daniel’s current and future clients. Lynn Marie joined Financial...

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VikkiMarie Tuthill

Executive Assistant to Bradley H. Bofford, CLU®, ChFC®, CFP®

973-582-1017

973-582-1017

As an Executive Assistant to Bradley Bofford, VikkiMarie’s primary responsibilities are to ensure that all administrative and client support needs are met for Bradley’s current and future clients. VikkiMarie joined Financial Principles...

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Danielle DeMio

Executive Assistant to Todd Werling

973-582-1015

973-582-1015

As an Executive Assistant to Todd Werling, Danielle’s primary responsibilities are to ensure that all administrative and client support needs are met for Todd’s current and future clients. Danielle joined Financial...

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