Financial Advising near Hightstown, NJ

“When my fiancé and I were first looking for a home together we were so overwhelmed. As first time homebuyers we had no idea what we were doing or what to expect. We had called up a few mortgage companies, and all of them pretty much had the same MO. They would ask us our price range and just give us an estimate. It was all just numbers. They said they can pre-approve us, but we were still not able to outcompete cash offers. Everything changed when we started with Pinky and her team. They actually sat us down and had a full in depth webcall to go over everything involved in the homebuying process. From browsing for homes, to what to expect after you close, we now had a road map and a better understanding of what to expect. It wasn't just numbers with them, it became more of a reality as Pinky and her team were able to visually guide us through the process and answer any and all questions we had. In addition, they were able to underwrite us ahead of time so that we can now be as competitive as cash offers. Also, they reach out to sellers to advocate for us which was amazing. Within a couple of weeks of working with them we found our home and were able to close within 2 weeks. I am happy to give Pinky and her team 5 stars and would highly recommend them to anyone looking to buy a home. They give exceptional quality and services, and really do care for the people they work with.”

“I have had the pleasure of working with Jay for over 15 years, and I can say without hesitation that he has been an incredible asset to my family and I. Not only are his skills aligned with our needs, but he remains up to date and in tune with tax related updates. Jay has always made himself available for any questions and/or help we need, and I am thankful to have him as a resource for us. I hope this review will help guide you to him for his services and expertise, as I very much would recommend!”

“I moved my assets to SG Wealth Management 3 years ago and have had great returns. The SG team has proven how to navigate equities through challenging economic conditions and are always responsive and helpful with questions I have. With different portfolio options for different risk tolerances I would recommend them to others!”

“I was looking for a new investment company as the previous one I was with did not do a great job communicating and I felt like just another number. I did not have any confidence in their abilities I'm managing my portfolio. The main concern was making sure that they were picking the products that gave them the highest commission. I walked into Fidelity Investment and immediately felt comfortable with the gentlemen helping me. He was very knowledgeable and put my personal gains ahead of his own. The level of communication has made the experience top-notch. I was overall very pleased with my experience. I have referred many others to this branch.”

“As an almost-CPA with a strong business background who is somewhat sophisticated regarding investments, I recognize the value of having a 2nd set of eyes review my taxable income, deductions, credits and payments, especially in relation to our changing finances and investment portfolio. . My wife, who is also financially knowledgeable, and knows her way around a spreadsheet, and I do all the preparation of our tax-related finances in advance. We then post the info to tej's on-line system. It's actually quite efficient and makes the review of taxes and finances with Tom a valuable "yearly check-up" that's filled with good advice and suggestions. Fees are fair (as we do most of the prep-work) and the value delivered is excellent. I think very highly of Tom and his practice.”