Common Interests
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- Common Interests is an independent, boutique Family Wealth Management Practice with a healthy attitude of humility and service. We stand by our Mission Statement: To enhance the financial wellness of our clients in a socially responsible manner by bringing to bear years of experience, knowledge and integrity. We have no minimum requirements and are absolutely focused on solving our clients financial problemsof all kinds. Special areas of focus include Socially Responsible Investing, Portfolio Design and Management and all of the aspects of Comprehensive Financial Planning for individuals and families. Our compensation comes from fee revenue as well as commissions; whichever approach is determined to be the most cost effective for each individual client. All costs issues are clearly delineated and openly discussed. We firmly believe in the social responsibility of treating others as we would want to be treated ourselves. The initial consultation is always complementary so that we can get to know one another and make the decision to move forward. Securities and advisory services offered through SagePoint Financial, Inc., member FINRA / SIPC. Insurance Services offered by Robert J. Goellner as a licensed agent independent of SagePoint Financial. Common Interests is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor. Max Mintz is not registered with SagePoint Financial, Inc. This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, CT, DE, FL, IL, MA, MI, MO, NJ, NY, NC, PA, SC and VA. No offers may be made or accepted from any resident outside the specific states referenced. Please visit our website for disclosures. 732-710-4934
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Headquarters:160 Durham Avenue Suite 105, Metuchen, New Jersey, United States
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Phone Number: +1 732-744-0515
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Employees:8
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Revenue:$1 - 10M
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Legal Name:Common Interests
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Common Interests's Social Media
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| NAICS Code: 523920 |
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Frequently Asked Questions regarding Common Interests
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Where are Common Interests's Headquarters?
Common Interests's Headquarters are in 160 Durham Avenue Suite 105,Metuchen,New Jersey,United States
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What is Common Interests's phone number?
Common Interests's phone number is +1 732-744-0515
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What is Common Interests's official website?
Common Interests's official website is https://www.commoninterestsfinancial.com
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What is Common Interests's Revenue?
Common Interests's revenue is $1 - 10M
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What is Common Interests's NAICS code?
Common Interests's NAICS code is 523920
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How many employees are working in Common Interests
Common Interests has 8 employees
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What is Common Interests's Industry?
Common Interests is in the industry of Financial Services
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Who is Common Interests's President?
Common Interests's President is Alan Hubbard