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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 helps provides solutions for creating wealth, distributing income and preserving assets.

Garretson Financial specializes in:

  • Portfolio Investment Management
  • Social Security Retirement Income Planning
  • 401(k)/IRA Rollover Services
  • College Financial Planning, 529 Plans and FAFSA Form Preparation.
  • Specializing in Women's Investment Needs

Our fee‐based business model allows us to maintain independent judgment and focus solely on client interests. 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.

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Phone: 908-276-9140

Email: Marie@GarretsonFinancial.com

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

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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