Contact Our Rumson Financial Advisor

What Happens When You Call

We answer, ask a few plain questions about your goals and timeline, and listen more than we talk. You will not be asked to move accounts or sign anything on that first call. If we seem like a fit, we agree on a time for an introductory meeting and tell you what it will cover.

We are Series 7, Series 66 and SIE licensed, and we would rather explain what those registrations allow and what rules shape our advice than leave you guessing. Clients join us from Rumson and nearby towns such as Fair Haven and Red Bank, and many prefer to meet by video once the relationship is underway.

Useful to Have Nearby When You Call

1. A rough sense of what you hope to accomplish, such as retirement timing, a family legacy or a business sale.
2. A list of the account types you hold, like a 401(k), IRA, brokerage or life insurance policy.
3. Any questions about how advisors are regulated or paid, so we can answer them directly.
4. Your calendar, so we can settle on a meeting time before we hang up.

Hours

Mon-Fri

8am-8pm

Sat-Sun

Closed