Financial Planners Middletown NJ

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Robert Walsh
Lighthouse Financial Advisors, Inc.
(732) 747-6680
3 Harding Road, Suite B
Red Bank, NJ
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Frank Corrado
Lighthouse Financial Advisors, Inc.
(732) 747-6680
3 Harding Road, Suite B
Red Bank, NJ
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Tax Planning, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Anthony DeVito
ADV Investment Management & Financial Planning
(800) 732-5031
151 Overlook Avenue
Staten Island, NY
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, Retirement Planning & Distribution Rules, Advising Employee Benefit Plan Participants, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

C. E. Scott Brewster
Brewster Financial Planning LLC
(646) 249-9880
618 Carroll Street, 3rd Floor
Brooklyn, NY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Joseph F. Coccaro, CFP®
(732) 687-9845
6 Heather Ln
Middletown, NJ
Firm
Joseph Coccaro, CFP

Data Provided By:
Thomas Duffy
Jersey Shore Financial Advisors, LLC
(732) 229-7489
331 Newman Springs Road
Red Bank, NJ
Expertises
Financial Issues Between Generations, Planning Issues for Business Owners, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Dennis O'Brien
Coastal Financial Advisors, Inc.
(732) 683-2330
P.O. Box 529
Farmingdale, NJ
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Cash Flow/Budgets/Credit Issues, Retirement Plan Investment Advice, Tax Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, MS

Jennifer Murray
Stonebridge Financial Advisors, LLC
(973) 605-1100
2150 Route 35 Suite 250
Sea Girt, NJ
Expertises
Women's Financial Planning Issues, Divorce Planning, Retirement Planning & Distribution Rules, Ongoing Investment Management, Investment Advice without Ongoing Management, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Jorie Johnson
Financial Futures LLC
(732) 722-7289
2520 State Route 35, Suite 305
Manasquan, NJ
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, College/Education Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. John J. Crosby, CFP®
(732) 208-5366
4 Doris Ln
Middletown, NJ
Firm
Individual Financial Services, LLC

Data Provided By:
Data Provided By:

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina