Meet the Team

At our firm, we have the client—and only the client—in mind.

The M Financial Planning Services team believes it is imperative to provide impartial advice and high-quality service through honest communication and innovative strategies. Our goal is to help you gain a firm understanding of your financial situation and move toward achieving your most important business and personal goals.

We are powered by LPL Financial, one of the leading financial services companies and the nation’s largest independent broker/dealer.* LPL Financial offers us a comprehensive array of tools, resources and technology, which enables us to provide you with objective financial guidance at every stage of life.

* As reported by Financial Planning magazine, June 1996–2019, based on total revenue.

Ted Massaro, CLU, ChFC

Ted Massaro, CLU, ChFC

Chartered Financial Consultant

856-810-7701

856-810-7707

Edward Garruto

Edward Garruto, CFP®

CERTIFIED FINANCIAL PLANNER ™

856-810-7701

Anthony Massaro CFP®

Anthony Massaro, CFP®

CERTIFIED FINANCIAL PLANNER ™

856-810-7701

Eric T. Allen, CFP®

Eric T. Allen, CFP®

CERTIFIED FINANCIAL PLANNER™

856-810-7701

856-810-7707

Jessica Greaser

Jessica Greaser

Office Coordinator

856-810-7701

856-810-7707

Michael Young

Michael Young

Paraplanner Assistant

856-810-7701

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