We realize it might seem difficult to talk to a stranger about your financial situation. It’s understandable. But rest assured that we make every effort to put you at ease and help you make informed decisions.
First, we are experienced professionals having spent many years advising people similar to you.
Second, our team works on a fee-only basis. That means our advice is not designed to sell products or earn commissions. It is designed solely for your benefit.
Finally, we’re certified. Our team of financial advisors undergoes continuous education to stay up-to-date. We have 2 Certified Financial Planners™ on staff. Additionally Luba is a Certified Divorce Financial Analyst™ and Jim is a Certified College Planning Specialist. We voluntarily submit and adhere to the most stringent codes of ethics in the business.
Unbiased fee-only financial advice
Our goal is to make top quality, unbiased personal financial planning and advisory services as convenient as possible for you. We’ll help you make sense of it all and make decisions that you are comfortable with.
Please call our office during business hours at (908) 203-4664. Or fill out the email form on this page.
Can’t meet in person at any of our locations? No problem. We can meet initially via Skype video conferencing, or just by phone. Whatever works for you.
We look forward to speaking with you soon.
Directions to our Bridgewater NJ office
Our Bridgewater office is located near the intersection of Routes 22 and 287 in Bridgewater — easily accessible to residents of Somerset, Middlesex, or Hunterdon Counties in Central New Jersey.
1200 Highway 22, Suite 2000
Bridgewater, NJ 08807
From I287 Northbound:
Exit onto 22 West. Take U Turn on Left behind Midas Shop. Move quickly to right. We are Graymark Building just past Baker Taylor and Charles Schwab.
From I287 Southbound:
Exit onto 202/206 South. Exit onto 22 East. Our office is on right in about 2 miles (see above).
Sign yourself in at security, then proceed to 2nd Floor, Suite 2000 is immediately to the right as you exit the elevator. If you arrive after 5:00, it is best to call us as you arrive so we may come downstairs and sign you in at security.
We’re easy to reach from…
|Basking Ridge, NJ||17 min||14 mi|
|Bedminster Township, NJ||13 min||11 mi|
|Bound Brook, NJ||9 min||4.7 mi|
|Branchburg, NJ||11 min||7 mi|
|Chester, NJ||21 min||17 mi|
|Clinton, NJ||25 min||18.4 mi|
|New Providence, NJ||23 min||21.9 mi|
|East Brunswick, NJ||30 min||19.7 mi|
|Far Hills, NJ||13 min||10 mi|
|Flemington, NJ||22 min||16 mi|
|Hillsborough, NJ||14 min||7.4 mi|
|Morristown, NJ||23 min||22 mi|
|New Brunswick, NJ||21 min||13 mi|
|Princeton, NJ||32 min||18 mi|