Financial Advising in Bridgewater, NJ

5 locations found near Bridgewater
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“Jim has been of great help to me and my wife, not only as a Financial Planner, but also as a sort-of Financial Marriage Counselor. He provided practical ways for us to improve conversations and gave us different perspectives of how to view and manage our finances ("our money" instead of "mine vs. yours"). He helped us plan student loan payments better, how to prepare finances for an eventual new house purchase, and how to budget and pay bills more collaboratively. Don't miss out - we've tried other financial planners, but this man understood us - especially as he is a family man with children and experienced the struggles.”

5 Superb3 Reviews

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