Wealth & Income Solutions

CONNECT

Address:

740 route 130 North
Cinnaminson, NJ 08077

Phone:

856-270-7376

Fax/Other:

856-872-2504

Our Team

Joseph F Tortis, CFP®, CFBS
President, Wealth & Income Solutions
jtortis@financialguide.com 

 

Joe Tortis has over 12 years' experience in Life Insurance, Wealth Planning, and Financial Planning. He started his financial services career with MetLife in 2003 and was recognized as a MDRT (2004 to 2014) qualifier and a President's Conference qualifier for four consecutive years. He was also awarded Rookie of the Year in 2004 and Advisor of the Year in 2005. Joe joined Massachusetts Mutual Life Insurance Company (MassMutual) in 2009 and has qualified for MassMutual's Leaders Club each year (2010-2014) and Blue Chip Council (2013 & 2014). In addition to these achievements, Joe earned his Certified Family Business Specialist designation, providing him with the knowledge and insight into the inner workings and challenging dynamics of family-owned businesses.

“My goal is to help clients make sound, educated decisions, especially with regard to insurance and investments. My approach is to help clients identify their goals and develop solutions which meet their objectives efficiently. Our firm strives to develop long term relationships and focuses on becoming a lifetime resource for each client.”

He has built successful practice that focuses on helping people achieve their financial goals. From Joe's commitment to helping his clients and  developing trusted relationships, many of his clients have become good friends. In addition to working closely with his clients, Joe frequently conducts seminars on various financial topics. 

Joe was born and raised in the South Jersey area and he resides in Marlton, New Jersey. Joe received his Bachelor's of Science in Finance from Rutgers University, the CERTIFIED FINANCIAL PLANNER™ (CFP®)  from Fairleigh Dickinson and his Certified Family Business Specialist (CFBS) designation from The American  College.


C. Greg Crothers, CFP®, CLU, ChFC
Financial Advisor

gcrothers@financialguide.com

 

C. Greg Crothers is a Financial Advisor, advising business owners, young professionals, families, pre-retirees and retirees with investment opportunities, risk management, business succession and financial planning.

Greg was born and raised outside of Syracuse, New York. He earned his Bachelor's degree in Corporate Finance and Accounting from Bentley University in 2004. He began his financial services career in 2005 with MassMutual San Francisco, where he built a robust practice of over 500 clients. In addition to managing his own business, Greg trained and mentored new associates. He also taught retirement planning classes at Berkeley City College, San Rafael Community Center and the College of Marin. 

To best provide for his clients needs, Greg earned his CERTIFIED FINANCIAL PLANNER (CFP®) designation in 2007, the Certified in Long Term Care (CLTC) and Chartered Life Underwriter (CLU®) in 2012. In 2015, He holds his Life and Health licenses, as well as the FINRA Series 6, 62, 63 and 65 registrations. Greg has been recognized with a variety of awards during his career. He was recognized as a MassMutual Leaders Club qualifier eight times (2005—2007 & 2010—2014) and MassMutual San Francisco's Disability Income Insurance Leader eight times (2005, 2007—2013). In 2015, Greg returned to the East Coast and joined First Financial Group. He continues to offer classes on retirement planning at Rosemont College, Temple University's Fort Washington Campus, and at Burlington County Community College—Mt. Laurel.


Andrew Cardile
Financial Services Representative
acardile@financialguide.com

 

Andrew J. Cardile is a Financial Services Representative and serves as a Managing Associate. Andrew's broad knowledge of insurance and investment products gives his clients the confidence they need when working with a financial services representative.

He has specialized in the 401(k) and retirement plan marketplace for 3 years, representing businesses and non-profit organizations on a national basis. Andrew helps small to mid-size businesses establish a new retirement plan or enhance an existing one. Emphasizing his commitment to qualified plan support, Andrew has continued extensive study of the rules and regulations that govern 401(k)s, 403(b)s, SIMPLEs, SEPs, and Single K programs.

Andrew has been recognized by MassMutual with the awards of Rising Leaders and Fast Pace. He is also a member of the MassMutual Leader's Club and the national MassMutual Agents Association (AAX) committee.

Andrew graduated from Drexel University with a B.S. in Business Administration, and dual concentrations in Finance and also Entrepreneurship.

After joining the firm in 2008 through the Drexel cooperative internship program, Andrew worked within the Agency retirement department. He became a licensed sales representative in June 2010. Andrew holds FINRA Series 6 and 63 registrations and Life & Health Insurance Licenses. As an alumnus, Andrew is very involved with the Drexel University Lebow College of Business Alumni association. He is also an associate member of the Pennsylvania Institute of Certified Public Accountants and spends much of his free time involved with charities including MANNA, Chosen 300, and other local organizations within the Philadelphia region.



Cynthia St. Pierre
Vice President of Marketing
cstpierre@financialguide.com


Cynthia joined the firm in 2009 and currently serves as the Director of Marekting. She is responsible for developing, maintaining and executing the overall marketing plan for the company. Cynthia works with media outlets, organizations and non-profits to organize events and sponsorships, creating brand awareness in the Philadelphia marketplace. She also works hand in hand with the associates, aiding them in the development, implementation and execution of their marketing plans. She is a graduate of Syracuse University and is actively involved in the Philadelphia community.


Pamela Gallagher
Assistant
pgallagher@financialguide.com
856-270-7376

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck