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Active Wealth Management, Built Around You.

Thoughtful strategy. Active oversight. Generational impact.
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Our Philosophy and Approach

New investment-only relationships are available for clients with $250,000 or more in investable assets.

How We Help You Invest Well

Portfolio Construction & Oversight

Tailored portfolios that align with your risk tolerance, goals, and timeline.

Dynamic Investment Strategies

Ongoing rebalancing and tactical adjustments as markets and opportunities shift.

Tax-Managed Strategies

Designed with the goal of maximizing after-tax growth and efficiency.

Objective-Based Investing

Whether your goal is income, growth, or legacy, each portfolio is built with intention.

Distribution Management

Custom income strategies to support retirement and other life transitions.

Access to Institutional Managers

Collaboration with top portfolio strategists through LPL Enterprise.

Consolidation & Coordination

Bringing your accounts together for clearer oversight and simplified management.

Ongoing Strategy Meetings & Monitoring

Scheduled reviews and real-time management tailored to your service level.

Let Your Wealth Work Toward Your Dreams.

Weekly Market Insights

Each week, our team shares a market update featuring key performance trends, economic shifts, and portfolio insights designed to keep our investors informed and confident.
We focus on clarity over clutter, cutting through the noise to highlight what truly matters for long-term results.

Exclusive to current Garback Financial clients.

Plant

513 Georges Road

North Brunswick, NJ 08902

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(732) 846-2992

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garback.financial@prudential.com​

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Disclaimer

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LPL Enterprise Form CRS

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Check the background of your financial professional on FINRA's BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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Douglas Garback and Danielle Veloso are Financial Planners with, and offer securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member of FINRA/SIPC, and an affiliate of LPL Financial. 

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Financial professionals are licensed agents of Prudential. These financial professionals are permitted to brand under "Prudential." LPLE and LPL Financial are not affiliated with Prudential or Garback Financial.​​

RICP conferred by The American College.​

 

The Million Dollar Round Table is a global membership of independent financial professionals, and qualifiers are based on production.

 

The Signature Services Chairmans Council recognizes financial professionals in the top 300 of all Prudential Advisors based on current fiscal year combined GDC/production. The current year recipient is Douglas Garback.

 

The Forbes Top Financial Security Professionals Best-In-State ranking was received by Doug Garback. This ranking was developed by SHOOK Research, was awarded to 1623 of 18,095 financial professionals nominated by their firms and who are licensed to sell life insurance and annuities (among other investment products or services). Ranking is based on various eligibility and quantitative/qualitative elements as of 12/31/24, including: 7+ years industry experience, compliance record, total assets under management and revenue, client retention, scope of services and community involvement. There is no cost to participate but a fee is paid by recipients if they opt to use the award logo. This recognition is not an endorsement nor is it based on or indicative of any one client’s experience with the financial advisor, past investment performance or future results.

Garback Financial conducts business in the following states:
Life Insurance: AZ, CA, CO, CT, DC, FL, GA, IN, MA, MD, NC, NJ, NY, OH, PA, RI, SC, TN, TX, VA

CA Insurance License #0G38596
Property & Casualty: AZ, CT, DE, FL, MA, MD, NC, NJ, NY, PA, RI, SC, VA
Annuities: AZ, CA, CO, CT, DC, FL, GA, IN, MA, MD, NC, NJ, NY, OH, PA, RI, SC, TN, TX, VA

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