856.380.4063
baponte@soundincomestrategies.com
212 West Rt. 38 Ste. 200 Moorestown, NJ 08057

About

Welcome

Aponte Financial Services

At Aponte Financial Services, we teach clients how to enjoy reliable portfolio growth and security through conservative investment options designed to generate income through interest and dividends. This is income that can be spent, or reinvested to grow your money organically, or – as we like to say – “the old-fashioned way.”

Our Mission

Our number one mission is client education. We want to work with you to ensure that you make informed, educated decisions that will best suit your current needs and enable you to achieve your long-term financial goals. We will teach you the basics of investing, the importance of financial defense, the essential facts about market history, what you need to know about interest rates, bond funds and strategic investing, and the difference between income and cash flow.
At the same time, we will teach you how to avoid the common financial mistakes that typically undermine so many retirement plans, mistakes such as inefficient asset allocation, overpaying on taxes, and lack of catastrophic health care planning.

At Aponte Financial Services, our mission is to educate clients on an ongoing basis as to their best options for meeting their current financial needs, achieving their long-term financial goals, avoiding common retirement-planning mistakes, and enjoying a lifetime of financial security.

At Aponte Financial Services, our mission is education, and our objective is to steer you on a course toward a lifetime of financial security through conservative, income-generating financial strategies. Contact us today to learn how we can help you reach that very destination.

Our Philosophy

At Aponte Financial Services, we believe the best client is a knowledgeable client. We believe peace of mind comes from understanding your options, and from working regularly with your advisor to choose the options that will work best for you and your loved ones – now and into the future.

Positiveagedcoupleconsultingwithinsuranceagent
Skilled & Highly Trained

Our Founder

Billie Aponte
Investment Advisor Representative

Dependable Income, Reliable Growth

Steer Your Retirement on a Course Toward a Lifetime of Financial Security