Skip to main content

  • Home
  • About 
    • Our Team
    • Our Process
    • Our Philosophy
    • Our Partners
    • Our Community Involvement
  • Our Services 
    • Portfolio Investment Management
    • Social Security Retirement Income Planning
    • 401k / IRA rollovers
    • College Financial Aid Planning
    • Specializing in Women's Investment Needs
  • Seminars 
    • Upcoming Schedule
    • Past Events
  • Client Login
  • Resources
  • Contact

    You are here

  1. Home
  2. About
  3. Our Partners

Our Partners

It All Begins with You

As the client, it all begins with you. We’ll work one-to-one with you to understand your financial goals and needs. Then, through a long-term relationship based on personalized, knowledgeable advice, we’ll provide financial solutions in an attempt to help meet your needs at every stage of life. You’ll enjoy the added confidence of knowing that in addition to our professional experience, we are surrounded by the support of other professionals.

Garretson Financial – John Garretson, CFP® RICP® & Jamie Miller, Managing Directors

Garretson Financial is the entity through which we provide our clients wealth management services in an unbiased environment – where the only factor in our decision making is what is best for you. With over 50 years of experience, coupled with the extensive resources of The Investment Center, Inc. and Pershing, LLC, we are able to provide you with the best possible guidance and personal service you expect, and deserve.

The Investment Center, Inc. & IC Advisory Services, Inc.

These firms work behind the scenes to provide back-office support and service regarding the technical and regulatory requirements of handling client accounts. The Investment Center, Inc. is the Broker-Dealer and IC Advisory Services, Inc. is an SEC Registered Investment Advisor. The Investment Center, Inc. is a member of both the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).

How does The Investment Center benefit you as an investor?

The Investment Center, Inc. is a truly independent firm and is not affiliated with or owned by an investment or insurance company. The Investment Center, Inc. does not create its own proprietary investment products. Therefore, we are encouraged to recommend investment opportunities that are appropriate to your specific investment goals and objectives.

Pershing LLC, A Wholly Owned Subsidiary of the Bank of New York Mellon Corporation

General securities transactions are cleared through Pershing LLC, member FINRA, NYSE, SIPC, a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Pershing has been a leading global provider of financial business solutions for over 75 years and serves many of the world’s most respected financial organizations. Pershing offers financial services firms a one-stop, full service global solution with integrated, multicurrency clearing and execution, plus a full range of global resources.

About

  • Our Team
  • Our Process
  • Our Philosophy
  • Our Partners
  • Our Community Involvement

Book a Meeting

Tell a Friend

Join Our Email List

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your dedicated financial advisor.

Get to know us

Phone: 908-276-9140

Email: Marie@GarretsonFinancial.com

44 South 21st Street, Suite B, Kenilworth, New Jersey 07033

Get Directions

Quick Message

  • Sitemap
  • Legal, privacy, copyright and trademark information

Registered NJ State Board of Accountancy CE Sponsor

All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SIPC

Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor

John Garretson and Jamie Miller are registered representatives of The Investment Center, Inc. Garretson Financial is not affiliated with the Investment Center, Inc. or IC Advisory Services, Inc.

https://www.investmentctr.com/   Important Disclosure Information   Client Relationship Summary

 

© 2023 Garretson Financial. All rights reserved.

Website Design For Financial Services Professionals