Financial Services, Investment Services, Mortgage and Insurance Planning.

(877) FIN - REPS.
750 Route 34, Suite 7
Matawan, NJ 07747 US

Joseph R. Falisi, CLU

After graduating Fairleigh Dickinson University with a Bachelor’s degree in Business Administration and Management, Joseph started his financial career in 1986 with Equitable Life as a Registered Representative. In May of 1995, Joe made the move over Provident Mutual and became the top Sales Manager within his ranks. In January of 2001, he joined Penn Mutual and was promoted early on to Executive Vice President of Professional Economic Growth Group. Within his 30 years, he has been awarded the GAMA International Frontline Platinum Award for 12 consecutive years.

In 2011 and 2012, he was awarded both the Sales Manager Gold Medal Award and was the recipient of the Brian H. Early Frontline Excellence Award. This award of excellence is a financial services industry honor recognizing superior frontline and second line managers who are directly responsible for a portion of an agency or firm, including recruiting, launching and supervising new agents and advisors.

This award is given to recipients that have demonstrated outstanding success in contributing to their firm or agency growth through leadership of their unit. In 2014, he left Penn to join Mass Mutual to develop a sales team. Joe saw the vision of moving over to an independent platform that enables an advisor to provide their clients with the best product and solutions from any company on the street, with all the bells and whistles of a career contract and the importance of owning his book of business, he left Mass and joined IFS in April 2015 as Managing Director.

He is a member of National Association of Insurance and Financial Advisors as well as GAMA International since 2001.

He currently lives in Freehold, NJ with his wife Lesley and their three children Frank, Nick and Kathryn.

Check the background of Ameritas Investment Corp. or this investment professional on FINRA’s BrokerCheck here.

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We offer the following Services:

  • Financial Services
  • Financial Planning*
  • Investment Services*
  • 401K*
  • Life Insurance
  • Group Health, Dental and Vision Insurance
  • Mutual Funds*

*Securities and investment advisory services are offered soley through Ameritas Investment Corp. (AIC) Member FINRA/SIPC. AIC and Independent Financial Solutions, Inc. are not affiliated. Additional products and services may be available through Lawrence Sorace or Independent Financial Solutions, Inc. that are not offered through AIC.

IFS is licensed in many states with offices in New Jersey and New York.

Representatives of AIC do not provide tax or legal advise.  Please consult your tax advisor or attorney regarding your situation.

Additional products and services may be available through Independent Financial Solutions, Inc. that are not offered by AIC.