“I met with Mr. Barrett to discuss a plan for retirement and to see if I was on track with my finances. He was so thoughtful and clear on what I should be doing. I was extremely pleased with the outcome of our meeting! I am grateful for the time he spent and the great advice.“
“I went from struggling to make ends meet as a freelance journalist to owning a home with a swimming pool, and when I'm vacuuming the algae out of that pool, it's Mike I blame for my trouble. His scope of knowledge is vast, his instincts are sharp, and he always has a handful of options tailored to different investment approaches: Whether you want to hedge your bets or take a big swing, he has a plan (with several contingencies) tailored to your goals. I made more money working with Mike than I've ever made doing anything else - the man knows his stuff.“
“Best bank location I've ever dealt with. The tellers are all gems, the management staff is responsive, and you don't feel you're being worked every time you want to change something. Great parking, both on street and across the street in a municipal lot. Try to time your visits with the Millburn Farmer's Market, across the street, on Tuesdays.“
“I have used Ultimate Financial Services for over 20 years. They are the best. My tax preparer is M. Phillips.“
“When my parents were considering retirement planning, the only person I could trust to hold their hand through the process and ensure they make strong financial decisions was Ray. He has been so patient dealing with them, and has helped them understand their financial situation and plan for the future. I'm extremely grateful for all of Ray's help!! The absolute best financial planner in NJ!!!“