Equitable Advisors

EverGuide Financial Group is a comprehensive investment advisory firm committed to helping our clients achieve their financial goals. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise. Financial Guidance Our company is based on the principle that education for the client is paramount to long term financial success. Through this education the client will gain a better understanding of their own financial goals and how best to achieve them within their personal preferences.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Robert Defina is a Relationship Manager at TD Wealth in Scotch Plains, NJ, specializing in delivering comprehensive financial solutions to high-net-worth individuals. With a focus on assessing client needs and developing tailored strategies, he leverages the resources of TD Wealth and TD Bank to assemble a dedicated team of specialists for each client. Prior to joining TD Wealth in 2022, Bob held roles at PNC Private Bank and Wells Fargo Bank, and he currently holds his FINRA Series 66 registration. His expertise encompasses a range of services, including investment management, private banking, and estate services, aimed at helping clients achieve their financial goals. Generated from the website