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Our Strategic Partners

Loretta Aquino, CPA

Loretta Aquino is a tax and accounting consultant. She specializes in individual and small business tax planning as well as estate and eldercare planning. Prior to starting her own firm in 1998, she was a tax manager for an accounting...

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Naim D. Bulbulia

Hartmann, Doherty, Rosa & Berman, LLC

Naim Bulbulia, Esq. currently chairs the Trusts & Estates Department at Hartmann, Doherty, Rosa & Berman, LLC. Naim has significant experience drafting all types of wills, trusts and other basic estate planning documents. In addition,...

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Neel Shah

Shah & Associates, P.C.

Neel is the Managing Attorney of Shah & Associate's P.C., a service-oriented firm dedicated to Helping to Protect & Preserve what matters most: Your Family, Your Business & Your Legacy. Neel’s practice covers all aspects of...

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Yale S. Hauptman

Hauptman & Hauptman, P.C.

Yale Hauptman, Esq. is a graduate of Rutgers college ( B.A. 1986 ) and Albany Law School ( J.D. 1989 ). After serving for a year as a law clerk to the Honorable John C. Stritehoff of the Superior Court of New Jersey, he entered private...

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**Key Associates listed here are separate and independent entities from Stephen Ng Financial Group™ and SagePoint Financial, Inc.**