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Ari Teplitz, CFP, ChFC
Founder
Teplitz Financial Group
The Teplitz Financial Group
is a boutique financial planning firm that works with goal-oriented professionals who take their financial lives seriously but lack the tools necessary to create an actionable plan in an ever-changing global economic landscape.
 
At Teplitz Financial Group we strive to make our clients better financial consumers. We educate our clients so they fully understand how and why our process will lead to success. We create partnerships that encourage our clients to participate in the planning process and believe in teamwork, client and advisor, working together to achieve your vision of financial success.
 
With comprehensive financial planning, expert investment management and an unparalleled dedication to customer service and support, Teplitz Financial Group aims to produce the results you want with the professionalism and personalization you deserve.

Our Process
Everything we do is aimed at empowering you. We see ourselves as the conduit between you and the life you want to live, and see you as the reason why you will ultimately succeed. Our primary goal is to build lasting relationships built on trust, communication, expertise and service. From the moment you walk into our office to the moment you retire, we are there to provide knowledge, to offer sound advice, and to make you into your own best financial advocate. All of our client relationships start with a complimentary consultation that allows us to get to know each other. Where we go from there depends on what is right for you. 

Our Guiding Principles
  • Create a judgment free environment that fosters open and honest communication between a client and their advisor.
  • Provide white glove customer service to every client throughout their engagement with our firm.
  • Adhere to the firm's investment philosophy at all times when dealing with our clients' hard earned dollars.
  • Invest in technology that provides our clients with more tools to achieve their goals. 
  • Place client confidentiality at the highest priority through a robust privacy and cyber security policy. 
  • Manage the safety and security of our clients by adhering to all industry rules and regulations.
Our Qualifications
When evaluating financial advisors, it is important for you, the client, to make sure that your advisor is both licensed in all of the appropriate financial disciplines and certified at the highest levels of the industry. 

Our advisors hold both CFP® (Certified Financial Planner) and ChFC® (Chartered Financial Consultant) designations and are fully licensed to sell securities, fixed income instruments, life, health, long term care and disability insurance products. 
 
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 Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC (FINRA/SIPC). American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. are not affiliated with any other named business entities mentioned.

This communication is strictly intended for individuals residing in the state(s) of CA, CO, CT, FL, IL, KY, MA, MD, NJ, NY, PA and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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