Garretson Financial,

Financial Services, Long Term Care · 2 Employees
Phone Number: jamie@garretsonfinancial.com
Email Address: jamie@garretsonfinancial.com
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About
Garretson Financial is a full service financial planning firm offering the following services: Investment Management, IRA/401(k) Rollovers, Social Security Retirement Planning, Specializing in Women's Investment Needs, and College Financial Aid Services. With over two decades of helping clients just like you, we take pride in developing wealth management plans tailored specifically to you. Our goal is to form a long-term relationship by working one-on-one to help you define your personal goals, and then design a plan so that you can achieve them. Our commitment to this type of relationship is one of the things that we feel may set us apart from other financial firms. Like many wealth managers, we use fundamental analysis to help decide what investments to buy or sell. Our difference lies in our approach to portfolio risk management. We combine fundamental analysis with technical analysis, the study of price movement, to help achieve favorable results for our clients. Access to solid research and the latest investment tools allow us to stay on top of current economic trens, and to position clients in the right blend of stocks, bonds and mutual funds to reflect the market's conditions and the clients' goals. Our ability to preserve and manage risk, while striving to preserve our clients' wealth, is of foremost importance at Garretson Financial. All Securities Offered Through The Investment Center, Inc. Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor. Garretson Financial, Inc. is not affiliated with The Investment Center, Inc., or IC Advisory Services, Inc. The information contained is for general use and it is not intended to cover all aspects of a particular matter. Neither the information presented nor any opinion expressed constitutes a representation by us or a solicitation of the purchase or sale of any securities.
Year Founded
2004
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Industry
Financial Services, Long Term Care
HQ Location
44 S 21st St Kenilworth, New Jersey 07033, US
Keywords
Risk AssessmentPortfolio Wealth Management401(k)IRA and Retirement PlanningCollege Financial Aid Planning & Forms Preparatio
Location
  • 44 S 21st St Kenilworth, New Jersey 07033, US

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