Broker Check

Meet our Founder

Douglas M. Garback Sr. CLU®, ChFC®, CLTC, RICP®

Owner, Financial Planner

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Doug has operated a private office handling multi-line services since 1988. Doug prides himself and his entire team in providing quality customer service. In fact, in light of Doug's reputation for quality customer service, he was chosen over many other qualified candidates to service the clients of two long tenured financial professionals when they retired, a testament to Doug's commitment to excellence in service. This has helped grow his business throughout central and south Jersey.

His success comes as a result of his commitment to helping clients grow and protect their assets. As a trusted advisor, his clients have grown to expect quality service from Doug and his agency. To continue to serve his clients to the best of his ability, Doug strives to continue to educate himself. Most recently in February of 2016, Doug achieved the RICP® (Retirement Income Certified Professional) from The American College. In 2013 he achieved the designation CLU® (Chartered Life Underwriter) from The American College and again in 2014, he achieved the designation ChFC® (Chartered Financial Consultant). This allows Doug Sr to provide helpful advice to his clients, helping them better plan for retirement with the latest growth accumulation strategies.

Over the course of Doug's career, he has achieved PLC (Prudential Leaders Council) for The Prudential Insurance Company of America, located in Newark, NJ, since 2005 and has been awarded numerous President Citations. In 2008, he finished in the top 20 producers in the country, making him a first time member of this company's top advisors. Doug has again achieved this in 2009. Doug has been an active member of a Field Advisory Council, serving as the 2009 Chair of the NJ P&C Advisory committee. Doug also served as the Co-Chair to this committee, serving alongside Prudentials President of Agency Distribution, ending his 3 year commitment in December of 2013.

In 2008, Doug became a lifetime and qualifying member of the Million Dollar Roundtable. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business. In 2009, Doug achieved Court of the Table, which requires the producer to earn three times the MDRT base production. A member of NAIFA since 1994, Doug believes in making the most of his practice. Doug is a graduate of the Strategic Coach Program which has encouraged his appreciation for the entrepreneurial spirit and the balance of business and personal life.