Investing in Bridgewater, NJ

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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

“This is by far the best PNC Bank I've ever been to. They have the friendliest staff and even ask how you are doing personally with sincerety. ALL PNC's I have dealt with are good but this one is excellent. If you have a problem at this branch you might need to look in the mirror because the problem might be you..!!”

3.8 Good8 Reviews

“Love my Merrill Lynch advisor, Judith Lee. The staff is AWESOME. Shout outs to Michele Risley, Thomas and Simone. Very personable advisers that truly care about their clients and their well being. KUDOS to all!!!”

5 Superb1 Reviews

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