Cavalieri Financial Group, LLC

Cavalieri Financial Group, LLC Verna Cavalieri is a financial professional committed to helping people achieve their goals. Cavalieri Financial Group, LLC was founded on this commitment.

Cavalieri Financial Group LLC strives to provide clients with customized and innovative strategies designed to build and protect wealth. Verna upholds her reputation with individuals, families, and business owners by taking a holistic approach in understanding that everyone's needs are unique. Her responsibility is to act as a financial guide in helping you achieve financial success through all st

ages of life. The views expressed within this site are the views of the poster alone and do not necessarily reflect the views of Penn Mutual or HTK unless otherwise stated. Information provided is for educational purposes only and shouldn’t be viewed as a recommendation to buy or sell any particular financial product or service. Depending on your individual situation, discussions presented may not be appropriate. Investing involves risk, including loss of value. Insurance and other financial products and services may be subject to certain terms, conditions and costs not identified within the enclosed material. Any strategies represented are not guarantees of future performance or success, and may not be appropriate for your situation. Trade ex*****on orders will not be accepted. Also, do not post any information you do not wish to be shared with others. If you have a matter requiring immediate attention, contact me at: [email protected], Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA (www.finra.org) / SIPC (www.sipc.org). 110 Fieldcrest Avenue, 3rd floor, Suite 20, 732-261-6872. Cavalieri Financial Group, LLC and other listed entities are not affiliated with HTK unless otherwise noted. HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company. HTK does not offer tax or legal advice. Always consult a qualified professional for specific information regarding your personal situation. Our representatives are insurance and securities licensed in the following states: NJ, NY, PA. This is not an offer or solicitation in any states where not properly licensed and/or registered.

01/03/2023

Come check out this Event:
Green Brook BizNet.org Networking Group - Meet and Greet 5-7 pm, Thu, Jan 5, 2023
Capital Craft
171 US-22 · Green Brook Township, NJ
Details:
BizNet is a networking group looking to bring on more like-minded individuals. We are holding a monthly social event at Capital Craft on the first Thursday of every month. This is an informal event - separate from our regular meetings and open to the public. Come join us tonight, from 5pm-7pm. If you are looking for a less rigid group that meets in person, come and join us, and see what we are about.
We're especially looking for the following business categories:
Signs
HVAC
Property Manager
Home Inspector
Dentist
Plumber
Electrician
Contractor

12/01/2022

Come check out this Event:
Green Brook BizNet.org Networking Group - Meet and Greet 6-8 pm, Thu, Dec 1, 2022, 6:00 PM

Capital Craft
171 US-22 · Green Brook Township, NJ

Details:
Biznet is a networking group looking to bring on more like-minded individuals. We are holding a monthly social event at Capital Craft on the first Thursday of every month. This is an informal event - separate from our regular meetings and open to the public. Come join us tonight, from 6pm-8pm. If you are looking for a less rigid group that meets in person, come and join us, and see what we are about.

We're especially looking for the following business categories:

Signs
HVAC
Property Manager
Home Inspector
Dentist
Plumber
Electrician
Contractor

Rolling over your 401(k) may not be on your mind when you start a new job. Read more on how to find your past 401(k) pla...
09/07/2022

Rolling over your 401(k) may not be on your mind when you start a new job. Read more on how to find your past 401(k) plans.

Try these strategies to track down a 401(k) plan with a previous employer.

We live in a crazy world, and markets are uneasy. But you don’t have to be anxious about your retirement strategy. Here ...
05/20/2022

We live in a crazy world, and markets are uneasy. But you don’t have to be anxious about your retirement strategy. Here are some tips on how to stay the course.

Fear is the mind-killer—don't let it be the IRA killer, too.

You want to be financially secure throughout your retirement. But wrong choices early on could seriously hinder your gol...
04/19/2022

You want to be financially secure throughout your retirement. But wrong choices early on could seriously hinder your golden years.

By claiming Social Security too early, not signing up for Medicare on time or umping your stocks, you could really be shooting yourself in the foot.

If your kids are out of the house, you’re in retirement and/or your house is paid for, you might think you don’t need th...
03/28/2022

If your kids are out of the house, you’re in retirement and/or your house is paid for, you might think you don’t need that life insurance policy anymore. Think again!

Misconceptions prevent many empty-nesters from purchasing or maintaining the life insurance coverage they need.

If you’ve saved aggressively, you may be able to retire in your 50s. But here are some challenges to consider before tak...
03/08/2022

If you’ve saved aggressively, you may be able to retire in your 50s. But here are some challenges to consider before taking the leap.

Thinking of retiring in your 50s? Bear in mind you won't have access to Social Security, Medicare or your retirement fund until you're closer to 60.

It has been said that sitting is the new smoking. But what if you have a desk job? Here are 3 easy-to-adopt habits for b...
03/03/2022

It has been said that sitting is the new smoking. But what if you have a desk job? Here are 3 easy-to-adopt habits for better blood flow and cardiovascular health.

Simple, yet meaningful, ways to prioritize your heart health daily.

We all want to help our kids succeed. But think twice if it comes at the cost of your retirement.
02/10/2022

We all want to help our kids succeed. But think twice if it comes at the cost of your retirement.

Parents cannot and should not sacrifice retirement savings to provide for adult children, even if they feel an emotional obligation to do so.

A CEO discusses 5 attributes that characterize a truly remarkable employee. How do you measure up?
12/07/2021

A CEO discusses 5 attributes that characterize a truly remarkable employee. How do you measure up?

How to become a standout employee, as told by a CEO.

Although this year may look a little different, we wish you and your loved ones a Happy Thanksgiving.
11/24/2021

Although this year may look a little different, we wish you and your loved ones a Happy Thanksgiving.

Address

Edison, NJ
08837

Telephone

+17322616872

Website

Alerts

Be the first to know and let us send you an email when Cavalieri Financial Group, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Cavalieri Financial Group, LLC:

Shortcuts

Share

Category