Serving Northern New Jersey & Staten Island.

155 Chestnut Ridge Rd
Suite 101
Montvale, NJ 07645
United States
Get Directions
201-746-9180 or 201-919-7680


Shawn Danziger

Shawn Danziger, CRPC®

Shawn has been an independent financial advisor working primarily with current employees and retirees of the phone company in New York and New Jersey  since 1991.His extensive experience helps him to simplify the complex issues surrounding retirement planning by educating clients and providing the guidance needed to help achieve the retirement they have envisioned and worked toward.

He earned the designation of Chartered Retirement Planning Counselor (CRPC®) from the College for Financial Planning after completion of coursework on topics ranging from working with employer-sponsored  retirement plans such as pension and 401k to retirement income planning.

A New Jersey native, Shawn resides in Demarest with his wife Lori and two children, Kara and Justin.  In his spare time he enjoys spending time with family and friends, volunteering in his community and staying current on the business of retirement planning.



Maria Cross*

Director of Operations

As Director of Operations, Maria serves in the critical capacity as the bridge between the client and the advisor.  With extensive experience in the financial services industry and administration, her goal is to ensure that each aspect of the client experience is exceptional.   

A former Insurance Agent, Maria has a keen understanding of how each client's situation is unique and will evolve over time and in the face of different life events. She prides herself on the belief that paying close attention to detail will help the firm maintain its high standards for excellence in client service.  

A Bergen County resident for most of her life, Maria enjoys cooking and spending time with family and friends.