Category Archives: Community


HFM Advisors and Heart of South Jersey team up for 10th year to collect coats

More than 18,000 men, women and children living in South Jersey were little warmer these past winter seasons because of how the community has responded to HFM Advisors’ annual Gloucester County Coat Drive.

With partnerships spanning across the county and more than 30 additional locations, volunteers of the drive are looking to comfort even more people, as HFM Advisors is scheduled to kick off this year’s efforts Oct. 15, which will continue through Jan. 31, 2020.

This will be the 10th annual drive and if last year’s success are any indication, thousands more people will be shielded from the cold this coming season with warm, dependable coats.

“We started this coat drive 10 years ago in the hopes that we’d collect a couple of hundred coats. Knowing more than 18,000 people benefited from this idea is the inspiration we need to do even more in this year’s drive,” said HFM Advisors President Michael Pallozzi.

Volunteers will continue to expand the drive’s reach to include other southern New Jersey counties such as Salem and Cumberland. Volunteers are currently setting up the three-foot tall boxes and will deliver them throughout the region next week.

HFM Advisors partners with Heart of South Jersey (www.heartsj.org), which distributes the donated coats to more than 20 nonprofit organizations. The Y.A.L.E school of Cherry Hill provides volunteers to help count, sort and deliver coats throughout the drive. These organizations help get the coats into the hands of veterans, children, families and the homeless.

“Our mission is to provide a coat for every man, woman and child in need in South Jersey. Keeping people safe and warm is part of who we are at HFM Advisors. It is an honor to be able to grow this coat drive to help even more people this coming year,” Pallozzi said.


Welcomed New Additions to the HFM Team!

As our HFM client family grows so does our employee family. Our goal is to consistently provide our clients with compliant top-notch service. With that in mind we want to introduce you to a few new team members that you may encounter the next time you contact our office with a question or to discuss your 401(k) plan.

 

 

 

 

 

 

 

Introducing…
Michelle Dillman

 

Client Services Assistant

A key department at HFM is our servicing department. The servicing team takes pride in providing efficient, compliant, fast turnaround for any assistance clients may need with their accounts. Michelle is a welcomed addition to our client servicing team. Michelle will assist Roxanne McGee our Client Services Coordinator. Together they will answer all client questions and make sure the t’s are crossed and the i’s are dotted.  One of our values as a financial advisor is to set our clients on a path to achieve their goals. As life unfolds change is inevitable, and clients’ plan, accounts, beneficiaries, RMDs, etc. may need revisions based on those changes.  Our Client services team is at the ready for all our clients needs. Michelle can be reached at mdillman@HFMadvisors.com

 

 

 

 


Caitlin Ege
Retirement Plan Associate

Caitlin is the “point person” for all things 401(k), Caitlin works to ensure our Plan Sponsors and participants receive the highest level of service. Whether it is scheduling participant workshops, sharing educational information with participants on the importance of saving for retirement, encouraging participants to use a budgeting tool or arranging for a plan sponsor to meet with an advisor, Caitlin helps to protect plan sponsors, guide positive participant outcomes and unify the client’s service team. She can be reached at cege@HFMadvisors.com or dial her direct at 856 302-7041.

 

 

 

 

 

 

 

Liz Roth
Administrative Assistant

The next time you call or visit our office you will no doubt meet our newest employee Liz Roth. Liz is responsible for supporting every aspect of our office and will help it to run smoothly. As you can imagine, an efficiently running office needs someone who fills in the gaps, pays attention to the details and ensures our service levels are reached. Liz will be the voice on the other end when you call our office and will happily answer your question or get you to the right team member who can. She can be reached at lizroth@HFMadvisors.com or 856 232-2270.

 

Again, we are excited to welcome our new team members to the HFM Family!


Over 17,000 Coats Collected!

We would like to thank the community for their donations to their 9th annual coat drive. This year the firm collected just over 2,700 coats which takes our nine year grand total to 17,924. The 2018 coat drive, which began in October, was hoping to reach the 2,000 coat mark but far surpassed it. Throughout the winter the coats were distributed to those in need throughout South Jersey.

The drive had over 30 coat drop-off locations throughout the area. Several volunteers participated in the drive including students enrolled in the Standard 9 program at the Y.A.L.E School. The students volunteered once a week throughout the drive sorting and organizing the thousands of coats received.

HFM’s mission for the annual coat drive is to provide every man, woman and child in need in Gloucester County with a coat for the winter. Over a dozen organizations received the coats such as the Samaritan House, Kitchen of Hope, Angels Community Outreach, Unforgotten Haven, and many more.

Paul Blackstock and his team from the nonprofit, Heart of South Jersey, worked quickly to distribute the coats throughout South Jersey. When asked who receives the coats, Paul Blackstock said, “Families throughout the county and also homeless veterans. We work with several other organizations to get them out quickly to those who need them.”

President of HFM Investment Advisors, Michael P. Pallozzi, noted, “We’re excited for another successful year of supporting hundreds of people with coats.  We’re always happy seeing the community come together to support our neighbors when they need it.”

We conduct the coat drive every year and are always looking for partners to become collection locations. We look forward to future years and helping thousands more neighbors when our 2019-20 drive begins next October.

Visit http://hfmadvisors.com/our-committment/ to see a complete list of recipient organizations


Investment Firm Projects Record-Setting Coat Drive

For Immediate Release  Glassboro, NJ— HFM Investment Advisors, LLC, has expanded its Annual Gloucester County Coat Drive to support the broader South Jersey region, including Salem and Cumberland counties. This is their ninth year of collecting coats beginning October 15, 2018, and lasts through January 31, 2019.

So far HFM has collected and donated more than 15,200 coats to South Jersey residents in need over the past eight years. Last year, HFM amassed a record 3,006 coats. This year, HFM plans to top that record and surpass over 18,000 total coats collected.
Drop-off sites include HFM’s Glassboro, NJ office, all local Gloucester County Library System branches, the Margaret E. Heggan Public Library in Washington Twp., NJ, plus 30 additional locations. The Public can find a full list of the 30-plus drop-off locations at www.HFMadvisors.com/our-committment.
HFM guides others by helping them make effective financial decisions—but it cares about much more than numbers and charts. HFM supports its community through fundraisers, board memberships, nonprofit sponsorships, and more.

It achieves this goal through partnering with the Heart of South Jersey (www.heartsj.org), which distributes the donated coats to more than 20 nonprofit organizations that share one goal: helping others. As HFM extends its donation reach, Heart of South Jersey provides coats to veterans, children, families, and the homeless. The Y.A.L.E school of Cherry Hill provides volunteers to help count, sort and deliver coats throughout the drive.

“I’m eager to see the number of coats we collect this year grow with the help of your generous donations and more drop off box locations from last year. Our mission is to provide a coat for every man, woman, and child in need in South Jersey,” said HFM President Michael Pallozzi.

About HFM Investment Advisors, LLC.

HFM Investment Advisors is an independent, fee-based investment management and financial planning firm that empowers its clients through coaching and discipline. With a look-you-in-the-eye commitment, its goal is to keep clients educated, involved and confident in every financial decision they make. Learn more at www.HFMadvisors.com or call 856 232-2270.


Coat Drive Expands, Helps South Jersey Citizens

SNJ Today featured HFM Investment Advisors, Inc. for launching its 8th Annual Coat Drive. By spreading the word and informing more people of our goal to keep South Jersey citizens warm this coming winter, HFM hopes to collect a record-setting amount of coats.

To find out how you can help, where you can donate a coat, and who the donations benefit, click here: Help Your Community

Click here to see the Coat Drive coverage:

HFM Coat Drive South Jersey

 

 


2016 Coat Drive totals are in!

HFM would like to thank the community for their donations to their 7th annual coat drive. This year we collected just over 3,000 coats which takes our seven-year grand total to 12,200. The 2016 coat drive, which began in October, was hoping to reach the 10,000 coat mark but far surpassed it. Throughout the winter the coats were distributed to those in need throughout Gloucester County.

The drive had over 30 coat drop-off locations throughout the area. Several volunteers participated in the drive including students enrolled in the Standard 9 program at the Y.A.L.E School. The students volunteered once a week throughout the drive sorting and organizing the thousands of coats received.

 

Our Annual Mission

Our Coat Drive mission is to provide every man, woman and child in need in Gloucester County with a coat for the winter. Over 20 Gloucester County organizations received the coats such as the AmVets, Kitchen of Hope, Glassboro Success Center, Angels Clothing Closet, Unforgotten Haven, and many more. Visit https://hfmadvisors.com/our-committment/ to see a complete list of recipient organizations.

Paul Blackstock and his team from the nonprofit, Heart of South Jersey, worked quickly to distribute the coats throughout Gloucester County. When asked who receives the coats, Paul Blackstock said, “Families throughout the county and also homeless veterans. We work with VFWs, American Legions and several other organizations to get them out to those who need them.”

Our President, Michael P. Pallozzi, noted, “We are so happy we surpassed our goal this year, which means thousands of people got the help they needed. Gloucester County is a wonderful, strong community and we are thrilled to give back to our neighbors in need.”

 

Want to get involved?

HFM Investment Advisors conducts the coat drive every year. Our firm is always looking for partners to become collection locations. We are looking forward to helping thousands more neighbors when our 2017-18 drive begins next October. Contact Kristine Robinson at krobinson@HFMadvisors.com to get involved or for more details.


7th Annual Coat Drive

HFM Investment Advisors announces their 7th annual South Jersey Coat Drive. HFM is teaming up with local businesses and charities to collect over 10,000 coats.
video-cover-shot

Learn About Our Ten Thousand Coat Journey

The weather is getting colder and everyone needs a warm coat. But not everyone can afford one. See how our community works together to help neighbors in Gloucester County. Click image to check out our 2016 video to see how you can help too –https://hfmadvisors.wistia.com/medias/xqt7ftj1tb

Special Thanks to Heart of South Jersey, Kennedy Health, the Glassboro Success Center and so many others who are currently participating in our 7th Annual coat drive! #TenThousandCoatJourney #donate#sj #coatdrive #giveback #needvswant

Clean Out Your Closets

We are collecting gently used and new coats for men, women, and children in the Gloucester County area until January 31, 2017. Visit www.HFMadvisors.com/ourcommittment for a list of over 30 drop box locations for one nearest to you!

coat-drive