Talk With a Financial Advisor in Marlboro

What Happens When You Call

When you phone us, we start with a few easy questions about what brought you here. Maybe retirement is getting closer, a parent passed and left an estate to settle, or you run a business and want your own savings sorted out. Then we set a time for an introductory meeting that fits your schedule. Nothing on that first call commits you to anything, and nobody will push a product at you.

In the meeting we go over your goals, what you already have and which of our services fit, from retirement planning to life insurance consulting. We are Series 66 licensed and SIE licensed, and we are also licensed to sell life insurance. That lets one person answer your questions about a portfolio and about protecting your family, without sending you somewhere else halfway through. If something sounds like jargon, stop us and ask. Explaining it clearly is part of the job.

Useful to Gather Before You Call

1. Jot down the questions or worries that made you decide to reach out.
2. Have a rough picture of your accounts, like a 401(k), IRA or brokerage account, even if you don't know the exact balances.
3. Note any life insurance policies you already own, or simply that you have none.
4. Keep your calendar nearby so we can pick a meeting slot, and think about whether our office, a phone call or video suits you best.

Hours

Mon-Fri

8am-8pm

Sat-Sun

Closed