Broker Check

Contact Us

PA Office (Main Office)

54 Friends Lane Suite 112

Newtown, PA 18940

Phone: 877-772-3744

Fax: 215-579-2665

Mon-Fri: 9:00 AM - 5:00 PM

Sat-Sun: By Appointment


NJ Office

2001 Route 46 Suite 310

Parsippany, NJ 07054

Mon-Fri: 9:00 AM - 5:00 PM

Sat-Sun: By Appointment

What to Expect for Your First Meeting

Use our online booking system below or complete the appointment request and we will reach out to coordinate a time that works for everyone. 

Things to Bring

  • Statements
  • Financial Questionnaire
  • Tax Return
What Days Work Best For You?
What time works best for you?
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jlynch@jclfg.com   |  877-772-3744