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Our Strategic Partners

Alex Moghadasi, CPA, MBA, CGMA, CTRS

Alex Moghadasi, possesses an MBA in public accounting as well as degrees in mathematics and business management. After 19 years of working with individual clients and business owners, Alex and his team have developed a reputation for...
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David Toback, Esq

David Toback concentrates on estate planning ad probate matters, with an emphasis on tax planning and asset protection, developing and implementing tax savings strategies for individuals and their related businesses. His work also...
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Gabriel W. Falbo, Jr. Esq.

Gabriel received his undergraduate degree from the University of Scranton, his Juris Doctorate from Loyola University School of Law, and his Master of Laws in Taxation from Boston University School of Law. He also participated in an...

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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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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.**