MARG Financial Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

MARG Financial, officially Mid Atlantic Resource Group, is a diversified financial services firm based in Wall, New Jersey, with additional offices in Totowa and Hamilton. The firm is independently owned and has nearly four decades of experience serving individuals, corporate and professional clients. Its stated aim is to help clients and their families plan for long-term financial security, create value for clients and associates, and make a meaningful difference in daily practice.

Securities are offered through Cetera Wealth Services LLC and advisory services are provided through Cetera Investment Advisers LLC, with Cetera operating under separate ownership from MARG Financial. This affiliation means clients may access brokerage or investment advisory services through Cetera affiliates, subject to state registrations and availability. The accompanying disclosures note that products and services may not be available in every state or through every advisor listed, reflecting regulatory and registration considerations.

Find MARG Financial employees' phone numbers or email addresses

MARG Financial Global Highlights

Location
Employees

North America
73

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  • United States Of America
    73

MARG Financial's Leadership

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    L. B.
    Chief Executive Officer/Managing Partner
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    J. T.
    Vice President Of Advisory
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    A. S.
    Managing Partner
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    A. N.
    Director Of Wealth Strategies
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    M. R.
    Director Of Recruiting & Advisor Development
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    R. B.
    Case Manager
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    R. Y.
    Account Manager - Employee Benefits
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    T. G.
    Financial Advisor
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MARG Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Human Resources
  • Accounting
  • Administrative
  • Other

Contact profiles from MARG Financial

Name
Title
Contact Info
Location
Last Update
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    D. W. D.
    Financial Advisor
    Phone icon
    United StatesFlorida
    Jun 04, 2026
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    S. S.
    Financial Advisor
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    United StatesNew Jersey
    Mar 02, 2026
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    J. G.
    Financial Services
    Phone icon
    United StatesNew Jersey
    Jun 01, 2026
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    B. I.
    Registered Rep & Benefits Specialist
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    United StatesNew Jersey
    Mar 02, 2026
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    M. D.
    Financial Advisor
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    United StatesNew Jersey
    Oct 22, 2025
  • Stylized image of a person
    K. S.
    Executive Assistant & Client Service Coordinator
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    Apr 14, 2026
  • Stylized image of a person
    J. B.
    Financial Advisor
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    Apr 14, 2026
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    C. C.
    Claims Administrator
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    Apr 23, 2025
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    D. D.
    Business Intelligence Analyst
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    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    J. R.
    Financial Advisor
    Phone icon
    United StatesNew York
    Oct 17, 2024

Frequently Asked Questions

What is MARG Financial known for?

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MARG Financial was founded in 1975 operates in the Financial Services industry. The company's main headquarters is located in 1800 Route 34 Bldg 2 Suite 201 Wall Township, New Jersey 07719 United States; you can contact the main corporate office by phone at . Explore MARG Financial's company overview page for more information.

What is MARG Financial's most common email format?

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MARG Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more MARG Financial email formats with LeadIQ.

How many employees does MARG Financial have currently?

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MARG Financial has approximately 43 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are MARG Financial's key employees and leadership?

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As of May 2026, MARG Financial's key employees include:

  • Chief Executive Officer/Managing Partner: L. B.
  • Vice President Of Advisory: J. T.
  • Managing Partner: A. S.
  • Director Of Wealth Strategies: A. N.
  • Director Of Recruiting & Advisor Development: M. R.

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