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HBM Group, Merrill Lynch  

13A Main Street - Sparta, NJ 07871

Kyle Henderson - 973-600-3959  

Financial Advisor

My Expertise
The benefit of our group is that we have a team of 7 advisors whom each have their own expertise and experience. We are your one stop shop for financial needs with a CFP, 401K and lending specialist, investments and equity specialists, relationship managers (so clients only have to deal with their one advisor throughout the relationship), retirement planning, insurance needs, and when it is outside our realm, we utilize and leverage the resources open to us through Merrill Lynch. We use a goals based planning strategy to effectively, efficiently, and transparently service our clients.

Services
401-k Rollover Assistance
401k Plans
Business 401K & SEP Plans
Education Planning & 529 Plans
Financial Advisors - Asset Management
and more...

Get Matched to Local Pros
What type of service or business do you need?
(e.g. accountant, auto repair, lawn service, marketing consultant)
Questions & Answers
Q: What advice would you give to a customer looking to hire a company like yours?
A: Do your due diligence. Meet with multiple advisors to not only get an idea of the fee competition and what services are included in those fees, but personality shop as well. Most advisor/client relationships are built to last a life time, so make sure it is someone you will like to do business with year after year.

Q: What is the most common type of project or service your company provides?
A: Financial/Retirement Planning, asset allocation/management, investments and trading.

Q: What separates your company from the competition?
A: Our ability to provide our client/s with the one on one advisor relationship most are looking for with a powerhouse team behind the scenes committed to providing them peace of mind and structure when it comes to financial needs and concerns. It is the best of both worlds, the resources of a large corporation, with the personal touch of a family run business.

* All information in this profile, including licensing, has been provided by HBM Group, Merrill Lynch. This information is not verified by ProMatcher.

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