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Your Future Awaits

For more information about Planning Alliance, we invite you to contact an office location most convenient for you.

Insurance Planning Specialist

Schedule an insurance assessment with an insurance professional.


Investment Portfolio Specialist

Schedule a portfolio  assessment with an investment  professional.


General Questions or Inquiries

One of our trusted team members would gladly be of service.


Financial Career Opportunities

Schedule a career assessment with a member of our talent acquisition team.



Planning Alliance

50 Tice Boulevard Suite 280

Woodcliff Lake, NJ 07677-7654

Phone: 848-456-3060

Planning Alliance

1040 Broad Street Suite 202

Shrewsbury, NJ 07702-4318

Phone: 848-456-3060

Registered Branch Offices

Planning Alliance

92 East Main Street Suite 203A

Somerville, NJ 08876

Phone: 908-300-5355

Planning Alliance

52 Alexanders Court

Newtown, PA 18940

Phone: 848-456-3088

Advocacy, LLC.

111 Wood Avenue South Suite 110B

Iselin, NJ  08830

Phone: 908-595-6422

eFax: (908)325-1949

The Preferred Client Group

1150 Raritan Road Suite 103A

Cranford, NJ 07016

Phone: 908-272-3722

Advocacy, LLC. and The Preferred Client Group are member firms of the Planning Alliance network.

Affiliated Office

Akerman Financial, Inc.

12 Franklin Place

Woodmere, NY 11598

Phone: 516-418-8100

Akerman Financial, Inc. is a member firm of the Planning Alliance network.