Talk With a Financial Advisor in Holmdel
The phone is the one way to reach us. A short call tells us what you want help with and lets us set up an introductory meeting at our office or by video, at a time that suits you.
Financial Advisor Holmdel
(732) 719-2097Book Your Intro MeetingHolmdel, NJ and nearby: Middletown, Marlboro, Hazlet, Aberdeen, Red Bank
What Happens When You Call
We start with a few plain questions: who the plan is for, what prompted the call, and whether your focus is retirement, investments, taxes, life insurance or passing wealth to family. That is enough to match the conversation to the right service, whether that is financial planning, retirement planning or legacy planning. We will not ask for account numbers or Social Security numbers over the phone.
Then we book the introductory meeting. In that meeting we go through what you bring, point out what we see in your statements, such as fund fees, overlapping holdings or beneficiary designations that no longer match your wishes, and note it in writing so you can see what was found before anything changes. Clients from Middletown, Marlboro, Red Bank and the rest of the area meet us in person or by video.
Helpful to Have Ready Before You Call
- A rough list of your accounts, such as a 401(k), IRAs, brokerage accounts and any pensions.
- The main goal or question on your mind, even if it is only a sentence.
- Any existing life insurance policies, including the type and the face amount if you know it.
- A few days and times that work for a meeting, and whether you prefer our office or video.
Hours
- Mon-Fri
- 8am-8pm
- Sat-Sun
- Closed
Ready to Set Up a First Meeting
Tell us what you want your money to do, and we will schedule an introductory meeting to look at it together. Bring your questions; we will bring a clear written record of what we find.