Contact Our Highlands Financial Advisor Office
We keep it simple. A short phone call books an introductory meeting, where we hear out your goals and give you a straight answer on whether and how we can help.
Where we work
Highlands, NJ
Atlantic Highlands, Middletown, Red Bank, Rumson, Fair Haven, Little Silver
Hours
- Mon-Fri
- 8am-8pm
- Sat-Sun
- Closed
What Happens When You Call
A real person picks up. We ask a few easy questions about what is on your mind, then find a meeting time that fits your week. There is nothing to send ahead and no reply to wait on. The person you speak with books your introductory meeting before you hang up.
You choose how we meet: in person at our office, or by phone or video from wherever you happen to be. Clients reach us from Highlands and nearby towns such as Red Bank, Middletown and Rumson. In that first sit-down we look at where you stand today and what each option is likely to cost you over many years, not just the next statement. You walk away knowing whether working together makes sense, and there is no push either way.
Good to Have Nearby When You Call
- A rough idea of what you want help with, such as retirement, investments, taxes or life insurance.
- Your calendar, so we can pick a meeting time and choose office, phone or video.
- Recent statements for any retirement accounts, brokerage accounts or insurance policies you want us to look at later.
- Any questions you have been putting off asking someone.
One Call Gets Things Moving
Share what you are hoping to sort out, and we will book a time to sit down and talk it through. The call is short and the conversation is plain.