All About Bill


When Bill Logue was 16, he spent the summer working at the Dunwoody Nursing Home for seniors in Newtown Square, Pennsylvania. These seniors had much to share and taught him a great deal. Their friendships and experiences touched his heart, and established his passion for helping others to achieve their personal goals and to plan for unexpected circumstances. As a Registered Financial Consultant and a Certified College Planning Specialist with a Bachelor of Science degree from Drexel University, Bill continues to study the changing financial markets, academic environment, and innovative planning techniques.His balanced approach between the academic and practical to financial planning gives his clients the confidence they need to make prudent financial decisions for their families and business..

His clients appreciate working with a family-oriented advisor who is easy to confer with, and easy to chat with about anything. Bill, his wife Holly and daughter Brenna live in Westfield, New Jersey with their golden basset hound Frodo. Bill has been married 20 years, and is also a man of strong faith who feels called to help families make wise choices and to be better stewards of their blessings.

Bill also frequently lectures on retirement planning, college planning,estate planning, debt management, business planning and long term care issues in New Jersey and New York.