About JL Aloof Financial Services

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jerald L Aloof, CRPC® RFC®

Managing Director | LPL Financial Advisor

908-514-4107

866-535-6041

jerry.aloof@lpl.com

Dov Aloof

Chief Technology Officer | LPL Financial Advisor

866 535-6041

347-465-7117

866-535-6041

dov.aloof@jlalooffinancial.com

Our Mission

“Our Focus is our Clients – Our Focus is Your Future”

JL Aloof Financial Services is a boutique Independent Financial practice. We are dedicated to providing quality investment advice and exceptional service to individual and corporate clients. We specialize in working with our clients in all areas of retirement planning and wealth management.

Our primary objective is to build long-term client relationships; and, because of this, the majority of our clients have been with us for many years. Our loyalty to each other ensures that we can remain dedicated to meeting their financial needs. We have over 40 years' experience in the financial industry and are proud of our client retention.

Your personal finances are more than numbers and charts; they're about your life and your goals. We aim to simplify the complex and work with you to make the most effective use of your assets.

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