Talk With a Financial Advisor in Neptune City
The phone is how you reach us. One call sets up an introductory meeting. It can be at our office or by phone or video. We talk through where you stand and what you want your money to do.
Financial Advisor Neptune City
(732) 655-2079Book an Intro MeetingNeptune City, NJ and nearby: Neptune, Asbury Park, Belmar, Bradley Beach, Shark River Hills
What Happens When You Call
We ask a few plain questions about you, your family and what is on your mind. That might be retirement, a portfolio you inherited, a business you own or life insurance you are unsure about. Then we pick a time for the introductory meeting. There is no pitch on the call and no pressure to sign anything.
At the meeting we listen first. We are licensed two ways: Series 7, and to sell life insurance. We also hold a credential as a holistic financial coach from Columbia University. So we look at your whole financial life, not one product. You leave knowing what we would work on together and what the next step is, if you want one. Clients come to us from Neptune City and nearby towns like Asbury Park, Belmar and Wall.
Good to Have Ready Before You Call
- A short list of your goals, even if they are rough.
- Recent statements for any retirement accounts, brokerage accounts or savings you want to talk about.
- Any life insurance policies you already hold.
- Questions you have been meaning to ask someone.
Hours
- Mon-Fri
- 8am-8pm
- Sat-Sun
- Closed
Ready to Talk It Through
Pick up the phone and we will set a time that works for you. Bring your questions and we will take it from there.