Certified financial planner

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In this article we’ll go over a common question many people have: “What does a ... Read More

Finding a financial planner in New Jersey is not easy. If you have personal finance questions, call Mullooly Asset Management at 732-223-9000

What You Can Expect from a Financial Planner [Plus How Much They Cost]

At Castle Rock Financial Planning, we build lasting relationships based on trust and a complete understanding of your goals for the future.

A financial plan is a comprehensive statement of an individual's long-term objectives for security and well-being and a detailed savings and investment strategy for achieving financial freedom. A financial plan may be created independently or with the help of a certified financial planner. It can be for an individual or family, for a business, or for a nonprofit entity. A good financial plan generally includes the following elements.

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