Contact Our Wall Financial Advisor
The phone is how you reach us. One call sets up an introductory meeting, and the person who answers is the same person who reviews your accounts, builds the plan and returns your questions afterward.
Financial Advisor Wall Township
(732) 696-7829Plan Your First MeetingWall, NJ and nearby: Howell, Neptune, Ramtown, Manasquan, Belmar
What Happens When You Call
On the first call we ask a few short questions: what prompted you to reach out, which accounts you hold, and whether you want to meet at our office or by phone or video. Then we set a time for the introductory meeting. You will not be passed to an intake desk or a rotating team, and no one will ask for account numbers or passwords over the phone.
At the meeting we go through your goals and the documents you choose to share, then explain which services fit, such as retirement planning, tax management or life insurance consulting, and why. If an outside specialist like your CPA or estate attorney needs to be involved, we coordinate with them so you keep one point of contact. Clients join us from Wall and nearby towns like Manasquan and Belmar, and video works just as well for anyone farther out.
Have These Ready Before You Call
- Your most recent statements for any 401(k), 403(b), IRA or brokerage accounts, so we can see balances, holdings and fees.
- Last year's federal and New Jersey tax returns, which show income sources and how your investments are taxed.
- Any existing life insurance policies and the current beneficiary designations on your retirement accounts.
- A rough list of your goals with dates, such as a target retirement age, a child's college start or a business sale.
Hours
- Mon-Fri
- 8am-8pm
- Sat-Sun
- Closed
Start With One Conversation
Tell us what you want your money to do and when. We will set up a time to meet and walk you through how we would approach it, step by step.