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9AM - 5PM
10 N State St, Newtown“Jim Wong is an absolute professional. I highly recommend him. Easy to talk to and very accessible. He clearly has his clients best interests in his decision making.“
8:30AM - 5PM
31 NJ-12, Flemington“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“
9AM - 5PM
24 Mine St Ste 201, Flemington“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.“
9AM - 5PM
1 NJ-12 Suite 302, Flemington“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.“
“I highly recommend Vince for his comprehensive approach to financial planning. He provided me with a thorough assessment of my entire financial situation and offered valuable recommendations to help me achieve my goals. With his guidance, I feel confident about getting on the right track towards financial success“
“Knowledgeable and very responsive. They take the time to understand everyone’s unique situation and provide prompt substantial advice.“
“I ran into Dawn at a networking event in Delaware, since then she has been my go-to Financial Advisor. Easy communication and hard at work.“
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