Meet the Team

Our Team Knows Plans And The People Behind Them

Our team is here to help employers, employees, individuals, and families make more informed financial decisions with clearer guidance and experienced support. We bring together workplace benefits, retirement plan support, and private wealth services to help clients see the bigger picture, understand their options, and move forward with decisions that fit their needs.

Tommy Grant

Financial Advisor

973-890-0800

Tommy.Grant@margfinancial.com

Tommy Grant graduated with a Bachelor of Science in Management and a Master of Business with a concentration in Finance from Rensselaer Polytechnic Institute. He was Captain of the NCAA Men’s Division I Varsity Hockey Team and joined...

Workplace Benefits

Review your current benefits, explore cost strategies, and build plans that better support hiring and retention.

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401(k) Retirement Plans

Benchmark your plan, review fiduciary responsibilities, and modernize retirement benefits for your team.

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Start With a Benchmark

See where your plan stands before deciding what should change. There’s no pressure, just information.

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