Contact Our Freehold Financial Advisors
Reaching us takes one phone call. In a few minutes we can arrange an introductory meeting at our office, or by phone and video, with the same advisor who would look after your work from that first conversation onward.
Financial Advisor Freehold
(732) 655-2212Arrange an Introductory MeetingFreehold, NJ and nearby: Marlboro, Manalapan, West Freehold, Robertsville, Yorketown
What Happens When You Call
One of our advisors answers your questions and asks a few of our own: what prompted the call, what you hope to accomplish and how you prefer to meet. From there we find a time for an introductory meeting. Nothing is signed and no accounts are moved on that first call.
Because we are a small team, the advisor you speak with is the one you meet, and the one who would build your financial plan and review it with you over the years. Our advisor is Series 66 licensed and holds the Chartered Retirement Planning Counselor (CRPC) designation, so retirement, investment and legacy questions can be answered directly rather than passed along.
Helpful to Have Ready Before You Call
- A rough list of your accounts, such as 401(k)s, IRAs, brokerage and savings, without needing exact balances.
- The goals on your mind, whether that is a retirement date, a child's education or passing wealth to family.
- Any recent statements or policy documents you would like us to look at during the meeting.
- Whether you would rather meet at our office or by phone and video.
Hours
- Mon-Fri
- 8am-8pm
- Sat-Sun
- Closed
Set Up a First Meeting
Give us a sense of what you have built so far and what you would like it to do next. We will find a time that suits you and move forward only as quickly as you want.