Reach a Long Branch Financial Advisor by Phone

What Happens When You Call

When you call, we ask a few easy questions about your goals and what prompted you to reach out. That might be retirement getting closer, a growing family, a business sale or an inheritance. Then we schedule an introductory meeting at our office, or by phone or video if that suits you better. Nobody will push a product on that first call.

In the meeting, we review your current picture before suggesting anything: accounts, income, insurance and any plans already in place. You hear our findings in plain language, including what is working fine as it is. Our advisor is Series 7 and Series 66 licensed and holds a credential as a holistic financial coach from Columbia University, so investments and the habits behind them both get attention. We work with clients across Long Branch and nearby towns like Red Bank and Eatontown.

Good Things to Have Ready

1. A rough list of your accounts, such as retirement plans, brokerage accounts and savings.
2. Recent statements, if they are easy to find, though they are not required for the first call.
3. Any life insurance policies or estate documents you already have.
4. Two or three goals or worries you most want to talk through.

Hours

Mon-Fri

8am-8pm

Sat-Sun

Closed