Broker Check

Ryan Marshall, CFP®
642 Wyckoff Avenue
Wyckoff, NJ 07481
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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.



 

Series 7 and Series 66 Registrations Life, Health, & Variable Insurance License: NJ Ryan J. Marshall is a CERTIFIED FINANCIAL PLANNER™ professional. He is a graduate of Montclair State University with a Bachelors Degree in Finance...

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Thomas H. Ela, CLU, ChFC

President, Registered Principal

201.848.0704

201.847.0506

Thomas Ela has been a financial planner since 1984. He received his Bachelor of Arts from The William Paterson College in Wayne, New Jersey. He holds the designations of Chartered Life Underwriter (CLU), and Chartered Financial...

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Patricia L. Ela, CES™

Certified Estate and Trust Specialistâ„¢

201.848.0704

201.847.0506

Trish has been with Ela Financial Group, Inc. since 1991. A Certified Estate and Trust Specialist™, Trish heads up the estate settlement process for all of the clients of Ela Financial Group. She is a helpful hand guiding our clients...

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Rebecca D. Hawkins

Administrative Assistant

201.848.0704

201.847.0506

Becky is a North Carolina native and a graduate of the University of North Carolina. She is Tom's right hand, assisting him in all aspects of the day to day tasks of running the firm and providing top notch service to our clients....

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Kim Bultman

Executive Assistant

201-848-0704

201-847-0506

Kim graduated with a certificate in Accounting from Berkeley College of NJ in 1988 and immediately entered the corporate world of equipment leasing and finance. She managed their bookkeeping team and became an intricate part of the...

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Laura Morris

Director of Operations

201-848-0704

201-847-0506

Laura began her career at Blair Academy as a teacher of Micro/Macroeconomics. She then worked several years in a law firm as a Trust & Estate Paralegal before transitioning to the corporate world of finance in NYC where she was a Vice...

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