Our Services

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.

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