William S. Stolow, CFP®
Financial Advisor & Medicare Specialist
Bill has been in the financial services industry since 2006 and has enjoyed building a thriving practice by helping his clients determine and meet their financial goals. His primary focus is financial planning, investment advisory and retirement portfolios, insurance services and Medicare planning. His client base consists of individuals, multi-generational families, and businesses.
Bill earned his Bachelor of Science Degree in Biology from the State University of New York at Brockport. He holds the Series 7, 63, and 66 designations from the Financial Industry Regulation Authority (FINRA), is a CERTIFIED FINANCIAL PLANNER™ as well as holding his life, health, and disability insurance licenses.
Bill believes that education is a crucial factor in achieving one’s financial goals. For this reason, he welcomes opportunities to speak on financial topics for seniors’ groups, schools, religious organizations, employee groups, and for professional associations. Bill is an active member of his community. Prior to moving to Hopewell Township, New Jersey in 2018, Bill and his wife Carol, resided in East Brunswick, NJ for 32 years. He held several leadership positions at Temple B’nai Shalom, East Brunswick and was elected to County Committeeman. Bill was also President of Central New Jersey LeTip. Upon his move to Hopewell Township, he has been elected County Committeeman and Chairman of The Hopewell Township Democratic Committee. He established a local chapter of “Simply Referrals” networking group and is a Founding Board Member of The Mercer County Financial Academy. Helping others is in Bill’s DNA. As Founder and President of The Lyme Disease Network of NJ, Bill and Carol have provided education and support to millions of visitors to the LymeNet.org website, which has been in continuous operation since 1991.
Bill is fortunate to have two of his three daughters living in Hopewell Township, along with three of his four grandchildren. In what little spare time they have, Bill and his wife Carol (a happily retired teacher) enjoy the parks, historical sites and cultural attractions that make living and working here so special.