 | Business Planning | |
| Personal Planning | |
| Company Planning | |
| Bank Reconciliation | |
| New Business Start-up | |
| Quick Books Consultant | |
Charles D. Pulis, Jr.
Charles D. Pulis, Jr.
Charles D. Pulis, Jr.
Contact us:
908-595-2104
Strategies
What Do You Offer?
Overview
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CLU, ChFC, FLMI, CLTC
Insurance Co-Executive
Employee Benefit Specialist
Employee Benefit Specialist
Charles "Bud" Pulis Jr.
is an experienced broker with
over 30 years in the industry.
He currently focuses on developing
plans that fit the needs of the
individual or company, while
keeping it affordable and
cost effective.
is an experienced broker with
over 30 years in the industry.
He currently focuses on developing
plans that fit the needs of the
individual or company, while
keeping it affordable and
cost effective.
We offer business, company, and personal planning strategies
compatible with your needs. As an independent broker we are able
to bring top quality services at competitive prices.
compatible with your needs. As an independent broker we are able
to bring top quality services at competitive prices.
(personal Income, estate and business)
and to optimize your assets.
and to optimize your assets.
Business Planning
Help Protect investment owners
Help provide for orderly disposition or successor ownership
Help provide for orderly disposition or successor ownership
Result in personal family and estate security
for financially successful individuals
for financially successful individuals
Attract the best available employees
Help maximize tax benefits for participants
Help maximize tax benefits for participants
Company Planning
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991 US Highway 22, Bridgewater. NJ