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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.

Our Services

  • Portfolio Investment Management
  • Social Security Retirement Income Planning
  • 401k / IRA rollovers
  • College Financial Aid Planning
  • Specializing in Women's Investment Needs

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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

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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.

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