Financial Planners near Whitehouse Station
Financial Planners near Whitehouse Station picked by BestProsInTown
18 businesses
Prestige Wealth Management Group
“Today I had a phone consultation with a wonderful man named John D'Angelo. We talked for 45 minutes and he was extremely helpful and informative. Financial planning is such a sensitive topic and he was very easy to talk with and understand. He gave me advice and tips on how to start this grueling process. Thank you John for the time you spent with me today. Jane”
Beacon Financial Group
“I've been with Beacon for over 15 years now and couldn't be happier with Chris, Steve & the rest of their team. They keep me in the loop by calling me often and meet with me at least once or twice year. They always are looking out for my best interest. Besides be my financial advisors, I consider them my friends.”
Elevate Wealth Planning
“Elevate Wealth Planning is outstanding — professional, trustworthy, and genuinely caring. I feel confident and supported every step of the way. Highly recommend! I’m retiring at 23!”
Frank Fischer CFP, Financial Advisor - Raymond James Financial Services
“Frank Fisher is a consummate professional. He has great insight into the investment field and has helped guide me since working for Raymond James.I would recommend Frank highly to help manage your portfolio.”
Alliance Wealth Management Group
“After looking at a lot of Groups to organize my family and get ready for retirement, Alliance Wealth took the time to sit down and plan out our lives. Ken and Paul were easy to understand and made this ordeal easy to understand. There are Larger groups here in Flemington that seem to talk down to you and make you feel that you are not welcome into their group. A lot of Finance groups just want to sell you an insurance investment where you are locked into them for 7 to 10 years. Ken laid out a solid plan, They performed a stress test and came out with a plan to see if you will outlive your retirement money. They don't take control of your money, just manage how it should be invested. Your money will stay with Schwab, Etrade, or another firm. I enjoyed being treated like an adult without feeling like a 2nd rate citizen. We don't have alot of money but, they still made my wife and I feel like we where the only thing important to them. I would recommand Alliance Wealth to my friend and family.”
Walkers & Associates - Ameriprise Financial Services, LLC
“We have been using Stephen Walker for about 9 years now to help us stay on track with our retirement savings, budgeting and college savings. We pay an annual fee and he meets with us twice a year and as things come up that need attention. He is pretty conservative, knows the business well, is professional and has done an excellent job making sure we stay on track with our financial to-do list. He is the 'bad cop' who makes sure we update our will, fully fund our 401K fund contribution, apply for new term life insurance as our others expire, and keep our paperwork accurate in the case of an emergency. I am fully aware that none of this would happen in our household without us feeling accountable to someone. Handling the investing was overwhelming for me, and I am glad we found someone we trust who is so knowledgeable.”
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