Bobby-Joe Esposito, Financial Planner

Bobby-Joe Esposito, Financial Planner My mission is to cut through the clutter and noise so that you can make confident financial decisions

Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.



• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

This piece presents an overview of fundamental steps to consider when a loved one passes.
06/03/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

06/01/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
05/29/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
05/27/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies t...
05/25/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
05/22/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
05/20/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
05/18/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

The savings rate is the government’s estimate of how much U.S. households are saving.
05/15/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
05/11/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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500 3rd Street
Delanco, NJ
08075

Telephone

+18568403480

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