Financial Consultants near Carteret
Financial Consultants near Carteret picked by BestProsInTown
8 businesses
Stephen Scafidi, Retirement Planning Specialist, Equitable Advisors, LLC
“Stephen is exceptional at what he does— professional, knowledgeable, and truly dedicated to helping his clients reach their goals. Everyone I’ve sent his way has had nothing but positive things to say about their experience. He takes the time to explain complex financial concepts in a clear, approachable way and always puts his clients' best interests first. Highly recommend!”
Crane Financial Group - Thrivent Financial
“Love working with Crane Financial Group. Cindi is wonderful and extremely thorough. She connected the dots for me: from Financial Planning to Taxes to Estate Planning. Her approach to investing is simplistic yet thorough. She discussed things with me so I could understand them even when covering taxes and investment choices. She is not pushy at all and spent a lot of quality time with me. She made me feel like family. I’m very happy and comfortable with CFG!”
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