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Financial Services

FINANCIAL PLANNERS AND ADVISORS

There are many companies and individuals who offer to advise you financially. Banks, brokerage houses and individuals provide services. You might want to seek a person who is a Certified Financial Planner and charges a fee for services rather than one who sells a particular product line. Listings of local Certified Financial Planners can be found on the internet at www.cfp.net.

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FINANCIAL PLANNING ASSOCIATION

The professional society for financial planners. Their website has a lot of information for the general public, and also a function to search for a financial planner in your area and with the specialization you need.

http://www.fpaforfinancialplanning.org/


ANNUAL CREDIT REPORT

Free annual credit report from TranUnion, Experian,and Equifax.


CONSUMER CREDIT COUNSELING SERVICE (A Program of the Family Guidance Center)

  • Provides counseling on money management, a plan for repayment of debt as an alternative to bankruptcy, assistance in establishing or reestablishing credit, and education on various financial topics helpful to consumers. Free.
  • (609) 586-2574 or 888 379-0604
  • Web site: http://fgccorp.org/page/progccc.aspx

FINANCIAL PLANNING ANSWER PLACE

  • 475 Wall Street, Princeton, NJ 08540
  • 609.240.9785

http://thefpanswerplace.com/


FAMILY GUIDANCE CENTER

  • Basic Money Management Services to individuals receiving Social Services benefits and/or Supplemental Society Income who have demonstrated an inability to properly handle their funds or are at risk of financial exploitation.
  • http://fgccorp.org/
  • (609) 586-2574

NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS

Fee-Only comprehensive financial planning professionals

http://www.napfa.org/about/index.asp


PRINCETON FINANCIAL CARE SERVICES

  • Help with personal finances such as bill paying, medical claims, other forms.
  • Barbara Kady & Hilly Berlin, CPA
  • Straube Center,114 W. Franklin Ave, Ste K-4 Pennington, NJ 08534
  • (609) 730-0067
  • Web site: www.princetonfcs.com

RUTGERS COOPERATIVE EXTENSION

  • A resource for good financial records. This includes regular net worth (assests minus debts) and cash flow (income and expenses) statements and a list of important documents for family members to access if needed. For a downloadable financial record-keeping form -"A record of Important Family Papers" go to:
  • Web site: www.njaes.rutgers.edu

SENIOR FINANCIAL CONSULTING

  • 194 Gatzmar Ave, Jamesburg 08831
  • (732) 656 3600
  • email: seniorfc@comcast.net

VIASOURCE FUNDING GROUP

  • Help getting cash from life insurance policies you no longer need
  • 2 Hartford Dr, Ste.201, Toms River, New Jersey 08753
  • 888 828-4404
  • Web site: www.viasourcefunding.com/

For assistance with bill paying, see Personal Assistance. For information on Reverse Mortgages, see Reverse Mortgages .


The Princeton Senior Resource Center does not endorse any of the resources listed on these pages. We collect and provide information from many sources as a service to those seeking services in the Princeton area. No listed provider pays to be in our directory.



© Princeton Senior Resource Center
45 Stockton Street, Princeton, NJ 08540
Suzanne Patterson Building 609-924-7108
Spruce Circle 609-252-2362
Contact:
Hours:
Suzanne Patterson Building 9AM-5:00PM
Spruce Circle 10:00AM-4:00PM,
Every Weekday Unless Otherwise Noted

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