Financial Consultants in Flemington

“This was my first time using Adelphi for my tax preparation and planning. I worked with Dan and he was a wealth of knowledge and made some suggestions I could act on immediately as well as other suggestions we could plan out and work on implementing together. Prior to working with Adelphi, I worked with a CPA and the relationship was very transactional. Totally different experience with Adelphi. I highly recommend reaching out and setting some time up with Dan!!“

“Kyle is amazing. We have been seeing Kyle for many years and he literally is making our early retirement dreams come true. He is super thorough and explains things in a way that anyone can understand.“

“Maria has been my financial advisor for some time now,I'll confidently say she's one of the best in the industry. She always looks for opportunities to help and support her clients.The best thing about Maria for me, is the access. She's always reachable and never misses to inform when there's an investment opportunity. Wishing her the best.“

“I have used this Morgan Stanley group in Flemington for 5 years and am very happy and comfortable with them. Dave Armstrong is very thorough and patient explaining any investment and has steadily grown my portfolio. He is extremely assessable and professional. I would have no problem recommending him to family and friends, which I have done.“