Where are Westfield Financial Planning's Headquarters?

Westfield Financial Planning's Headquarters are in 316 East Broad Street ,Westfield,New Jersey,United States

What is Westfield Financial Planning's phone number?

Westfield Financial Planning's phone number is +1 908-789-4079

What is Westfield Financial Planning's official website?

Westfield Financial Planning's official website is https://www.westfieldfinancialplanning.com

What is Westfield Financial Planning's Revenue?

Westfield Financial Planning's revenue is $0 - 1M

What is Westfield Financial Planning's NAICS code?

Westfield Financial Planning's NAICS code is 923130

How many employees are working in Westfield Financial Planning

Westfield Financial Planning has 4 employees

What is Westfield Financial Planning's Industry?

Westfield Financial Planning is in the industry of Financial Services

Who is Westfield Financial Planning's Portfolio Manager?

Westfield Financial Planning's Portfolio Manager is Daniel Song

Westfield Financial Planning

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Description

Financial planning is an ongoing process and we are committed to helping our clients develop, believe in and execute a simple and sound financial plan. This enables clients to make confident choices and disciplined decisions for their financial future. Our plan is for our clients to feel like they rule their money rather than reverse where money issues seem to rule their life. We care deeply about your financial well being and your happiness. You can likewise be sure that we will treat your family like our own. Our client focused experience is created through five core concepts: 1. Understanding your goals and your values is critical to creating a winning financial strategy 2. Understanding the real risk tolerance in your heart versus the risk tolerance in your mind. 3. Long term, committed, mutually beneficial relationships lead to lasting results and financial peace of mind. 4. Relatively conservative portfolios designed with built in flexibility to best support client confidence and ensure you stay the course. 5. We are here to help you through lifes major financial decisions by providing knowledgeable supportive input, sound financial management strategies and delivered with heart and concern. We invite you to learn more about our team and our philosophy so that we can provide you with knowledgeable, supportive input and sound financial management strategies. Securities offered through Kestra Investment Services, LLC, (Kestra IS). Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Federally Registered Investment Advisor. 1250 Capital of Texas Highway S. Bldg. 2, Suite 125, Austin TX 78746, 512-676-6000. Member FINRA www.finra.org Member SIPC www.sipc.org Westfield Financial Planning is not affiliated with Kestra IS or Kestra AS.
Headquarters:316 East Broad Street , Westfield, New Jersey, United States
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Phone Number: +1 908-789-4079
Website: https://www.westfieldfinancialplanning.com
Employees:4
Revenue:$0 - 1M
Legal Name:Westfield Financial Planning
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| NAICS Code: 923130 |
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Portfolio Manager for Westfield Financial Planning

Daniel Song

Portfolio Manager

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