ABOUT US
Your Trusted Financial Partner, Built on 
Experience and Tailored Solutions
Call (732) 915-5216 Today to Learn How you can maximize your retirement
Meet
Edward B. Ruotolo
Edward B. Ruotolo is the Founder of Tax Advantaged Strategies and a Roth Conversion Specialist dedicated to helping clients gain greater control over their financial future.

Edward works with individuals, families, and business owners to evaluate tax-efficient strategies, review existing plans, and identify opportunities that align financial resources with long-term goals.

His practice is built on trust, integrity, and referrals from satisfied clients who appreciate personalized service and straightforward guidance.

Professional Credentials
CLU® – Chartered Life Underwriter
CAA® – Certified Annuity Advisor
CAS® – Certified Annuity Specialist
Edward B. Ruotolo
"Treat others the way you want to be treated."

This principle guides every client relationship and every recommendation we make.
Maximize Your Retirement
Schedule A Quick Call With Us Today To Discuss How We Can Help

Contact Us

Direct: (732) 915-5216

Toll Free: (855) 488-7509

eruotolo@hotmail.com

303 W. Main Street, Suite 200

Freehold, NJ 07728

Services

Retirement Income Strategies

Annuities 

Life Insurance 

Wealth Management
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This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting us, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
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