Lubatkin Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. Bruce was named to former broker dealer Cetera Financial Specialists' Leaders Council and to Prudential Annuities Masters Council recognizing him for his commitment to retirement income solutions. For each of our clients we strive to help create financial stability and security to provide financial independence.

As a Financial Adviser, Bruce’s clients have the best of both worlds….independent, objective advice and solutions and access to well known and trusted products by top named companies. In addition, Lubatkin Financial Group collaborates with experts in various fields such as Trusts, Wills and Estates, Accounting and Tax, Asset Management, Long Term Care Planning, Life and Disability Insurance, Structured Settlements, Retirement Plans, Retirement Income Planning and Mortgages so that any and all of your financial goals and concerns can be addressed.

Some of Bruce’s clients think of him as their “Personal Finance Doctor”. Bruce performs a full financial physical for his clients and then provides a prescription or game plan on how they can work toward financial health (i.e. pursue their goals).

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (201) 541-1140.