Contact Our Aberdeen Financial Advisor
The phone is the only way to reach us. One call sets up an introductory meeting, where we look at what you already have and talk about keeping it working for the long haul.
Financial Advisor Aberdeen
(732) 838-7637Set Up an Intro MeetingAberdeen, NJ and nearby: Matawan, Keyport, Strathmore, Cliffwood Beach, Old Bridge
What Happens When You Call
We pick up, ask a few short questions and find a time that works. The introductory meeting can be at our office or by phone or video. Nothing gets sold on that first call. We just want to know what brings you in, whether that's retirement planning, a portfolio that hasn't been looked at in years or a legacy plan for your family.
At the meeting we go over what you have now. A lot of good plans just need upkeep: a beneficiary updated, a mix of investments brought back in line, an old policy checked against today's needs. We'll tell you plainly what looks fine and what needs attention. Our advisor holds the Series 66 and the SIE and is licensed to sell life insurance, so investments and coverage can come up in the same conversation.
What to Have Ready Before You Call
- A rough list of your accounts, such as retirement plans, brokerage accounts and savings.
- Any life insurance policies you own, even old ones you haven't looked at in a while.
- Your main goals, like a retirement date, college costs or what you want to leave your family.
- A few days and times that suit you, and whether you'd rather meet in person or by video.
Hours
- Mon-Fri
- 8am-8pm
- Sat-Sun
- Closed
Ready to Look at Your Plan Together
Give us a call when you have a few minutes. We'll set up your introductory meeting and tell you what to bring.