Financial Advisors in Westfield, New Jersey (Union County)

Constance Herrstrom, BS, CFP, MBA
At Premier Financial Planning, Inc. (PFPI), we are committed to serving our clients and helping them strengthen their financial resources and achieve their goals.
PFPI is a fee-only financial planning and investment management firm whose services can include: goal development and risk management, cash flow analysis, insurance analysis and risk management, retirement planning, estate planning, investment planning, asset allocation and portfolio design, active money management, tax strategies.
To learn more about PFPI and the services we provide, including our initial, no-cost consultation, please visit our website: www.premierfinancialplan.com.


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Jennifer Faherty, CFP
The mission of Financial Wealth-being is to provide clients with the education and practical tools they need to be able to make smart money choices that are right for them. We provide financial guidance in a way that is accessible, affordable and holistic, with an emphasis on budgeting, financial literacy, and financial wellness. We specialize in working with aspiring entrepreneurs, young families, and independent women, helping them to “live a life of their dreams” while still “living within their means.” Services include comprehensive financial planning, hourly financial planning, budgeting/cash flow planning, debt management, and coaching. You can schedule an initial consultation below or contact for more information.

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There are many accounting firms in this world, but Wiss & Company, LLP in Flemington, NJ is proud to by unique and vital. Our talents and expertise elevate us above the crowd. We offer outsourced accounting, financial planning, auditing, advisory services, business valuation, and both national and international tax preparation–all with the utmost dedication to customer service. This attention to detail puts our clients’ satisfaction through the roof, which also makes us a great partner to help your business grow.... See More

Ajay Kaisth, CFP, CRPC, MA
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);KAI Advisors LLC is a boutique fee-only personal financial planning and investment management firm located in Princeton Jct., NJ and serving the needs of families and small businesses nationwide. We provide expert, financial planning and investment management services on a "fee-only" basis to individuals, families and small-business owners. Clients can expect unbiased fiduciary advice, more savings and peace of mind when working with us. We welcome your interest and invite you to visit our website - www.kaiadvisors.com - or contact us at . ... See More

Nicholas LaVerghetta, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);NCM Capital Management, LLC is a fee-only, independent firm that provides financial planning, consulting, investment management and wealth management services. Located in Northern New Jersey, NCM's mission is to assist clients with achieving their personal version of financial success. Our business model allows us to be an unbiased advisor who is free from the conflicts of interest besetting commission based firms. Each of NCM's clients receive advice and execution specific to their unique situation, and ongoing, frequent communication. Please visit our web site to learn more information about NCM Capital Management, url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);... See More

Robert Solimano, CFP
Angel Oak Financial Services, LLC is a fee-only Registered Investment Advisor in the state of New Jersey. As a Registered Investment Advisor, by regulation, we are upheld by a fiduciary standard to our clients. The firm was founded by Robert Solimano CFP® on the belief that planning services and the investment advice that follows should be in perfect balance with the life you want to live. Financial planning is a process consisting of an individual's lifetime events, money, emotion and time. It is as much art as science and when practiced correctly, with the client always put first, leads to a richer life overall. Services range from hourly planning to full financial plans with asset management. Financial planning is practiced on a very individualized basis with a holistic view toward reaching financial planning goals. Initial consultations may be scheduled by emailing Or calling Rob @ ... See More

We are a FEE ONLY comprehensive financial advisory firm. We provide investment management, tax prep, planning for education, retirement and estates. We provide value based retirement plans for our business clients including IRA, SEP, SIMPLE, 401k, 403b. We provide rollover advice for retirees and those temporarily out of work. We are a Registered Investment Advisor not connected with any broker/dealer. We put our clients first.... See More

Brendan Mullooly, CFP
Mullooly Asset Management, Inc. is a fee-only investment advisory firm located in Monmouth County, NJ. We work with clients all over Monmouth County, NJ from Middletown to Brielle and Freehold to Belmar, plus everywhere in between! We also work with families across the state of New Jersey, the New York City metropolitan area, and across the US. Our firm is very unique to the industry: a family-run firm - an Investment Advisor and his three Investment Advisor sons. Additionally, our family of advisors collaborates as your personal CFO (Chief Financial Officers), working alongside your CPA, Attorney and Insurance specialist to build a personal financial plan suited for your situation. As investment advisors, we have a fiduciary obligation to our clients who have committed the growth of their net worth to our care. We take this obligation seriously. We focus on learning your goals, while building (and continually fine-tuning) your financial plan. Your appetite for volatility and risk are continually measured. Then we match an appropriate mix of investments for you, and manage those investments as we are “Helping Unite Man And Net-worth” (our H.U.M.A.N. approach).... See More

Kelly Trageser, CFP, MBA
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Our practice focuses on developing life long relationships built on trust, expertise and the highest level of client service. To fulfill this mission, we are committed to: Giving advice that is always in our client's best interest Improving the financial well being of our clients through fee-only comprehensive financial planning and investment management Educating and organizing our clients so they make wise informed financial desicions Making our clients feel comfortable and respected Continually pursuing excellence at all levels through continuing education... See More

Jorie Johnson, BS, CFP
Our mission is to give you peace of mind regarding your finances and to guide you through making the on-going financial decisions in your life as you and your family grow and change. Independence: We are not affiliated with or compensated by any investment firm, mutual fund company or insurance company. This allows us to research the best solutions for your needs regardless of the company offering them. Accountability: As a Registered Investment Advisor (RIA), we have a responsibility to act as a Fiduciary to our clients. Low Fees: Our fees are consistently lower than major brokerage firms. We are compensated solely by fees and not by commissions. Our focus is on helping you secure your financial future. Partnership: We offer objective financial advice and explain why we believe that it's the right solution for your situation. ... See More

MCG is an award-winning "Fee-Only" investment management and financial planning firm dedicated to helping you build wealth through a consistent, disciplined process. Founded in 1963, we've been providing sound financial advice for over five decades. Our team of professionals have over 170 years of industry experience. As an independent Registered Investment Adviser (RIA), we remain rooted in servicing our clients; not selling them commissioned based products. We focus on risk management as well as setting proper investor expectations given the current market environments.... See More