Your financial objectives are as individual as you are. Investing for life takes a disciplined approach. A portfolio is often the primary tool that allows you to enjoy life on your terms, whether you’re still working or retired, whether you’re starting a business or selling one, whether you’re inheriting or preparing the way for your children. Remember, one thing is certain, there is no one exactly like you and you deserve a customized approach.
Our diversified portfolio of investments provides solutions for creating wealth, distributing income and preserving assets.
Garretson Financial specializes in:
- Portfolio Investment Management
- Retirement Planning including IRA, 401(k) and 403(b) Account Review & Management
- 401(k)/IRA Rollovers
- College Financial Planning, 529 Plans and FAFSA Form Preparation.
Our fee‐based business model allows us to maintain independent judgment and focus solely on client interests. Commissions are not a factor and are eliminated as a consideration. Our ultimate goal is to help you develop a plan for success.
Jamie Miller shares an exclusive and wide-ranging conversation about Garretson Financial with Bernie Wagenblast, veteran NYC radio traffic reporter, the voice of numerous transportation systems and creator of Cranford Radio.