Contact Our Keyport Financial Advisor
Every client relationship here begins with a phone call. From that conversation we arrange an introductory meeting, in person in Keyport or over a phone or video line, so we can hear what you want your wealth to do.
Where we work
Keyport, NJ
Hazlet, Aberdeen, Union Beach, Cliffwood Beach, Holmdel, South Amboy
Hours
- Mon-Fri
- 8am-8pm
- Sat-Sun
- Closed
How Your First Call Unfolds
When you phone, you reach a person who will spend a few minutes learning where things stand for you and then set a time for an introductory meeting. There is no sales pitch on that first call. We simply want to know who belongs in the room, perhaps just you, a spouse or a business partner, and whether you prefer to sit down with us at our Keyport office or join by phone or video from wherever is easiest.
The meeting itself starts with listening. Depending on what matters to you, we might cover retirement, a portfolio you already own, the legacy you hope to leave, or a life insurance claim that has you uncertain about next steps, and we walk through each part in plain language without promising a result. Our advisor is Series 7 licensed, Series 66 licensed and SIE licensed, and we will tell you honestly which of our services suit your situation and which ones you can set aside.
Worth Gathering Before You Pick Up the Phone
- A few notes on the goals or questions that made you decide to reach out now.
- Recent statements for any retirement accounts, brokerage accounts or insurance policies in your name.
- Two or three open windows in your calendar, plus a sense of whether you'd like to sit down in person or talk by video.
- Any letters or forms from an insurer if a claim is part of what you hope to discuss.
Begin With a Conversation
Bring your questions and we will bring the time to answer them carefully. The first step is simply a meeting to see whether we are a good fit.