Westfield Financial Planning
Westfield, NJ
Westfield Financial Planning Joins Forces with Merit Financial Advisors Effective July 26, 2024.
We are excited to announce the next phase of our company, the merger of Westfield Financial Planning and Merit Financial Advisors. We anticipate the transition to the Merit platform will be seamless. You will still have access to the same local office, team, and resources you have now, but with expanded support and services. Our combined team is dedicated to providing you with the same thoughtful guidance, long-term vision, and personalized service you already experience. We appreciate your continued trust in us, remain grateful for your friendship, and look forward to serving you for years to come. Learn more about our team here or call us (908) 379.2706 today.
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About Westfield Financial Planning
Financial planning is an ongoing process and we are committed to helping you develop, believe in and execute a simple and sound financial plan. We offer personally tailored customized, independent financial and investment advice. We begin by partnering with you so we can understand your life situation. From there, we work with your tax accountant, estate attorney and insurance broker to ensure we can provide a full picture of your financial situation when making a plan.
We enable you to make confident choices and disciplined decisions for your financial future. Our mission is to provide organization, accountability, objectivity, and pro-activity in helping you achieve your best life possible.
About Merit
Merit is a financial services firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement.
We focus on providing reliable and personalized financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client’s personal growth along with their financial goals.
We believe that we can help address the retirement challenges in America by bringing financial freedom, wellness and confidence to the working population and retirees. As people experience financial wellness, they will live more productive lives.
Resources
We’re here to guide you in enhancing and preservation your wealth. Through innovation, we leverage the right tools, resources, and solutions to best serve you. With a wide range of resources focused on financial education and tips, powered by leading-edge technology and cybersecurity, and a robust website with calculators and market updates, we can help you gain further insight into your financial plan.
