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Community Resources

Financial Planners & 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 .

REVERSE MORTGAGES

See Reverse Mortgages


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) 586-2574or 888 379-0604
  • Web site: http://www.cccsnj.org

PRINCETON FINANCIAL CARE SERVICES

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

VIASOURCE

  • Help getting cash from life insurance policies you no longer need
  • 81 East Water St, Toms River NJ 08753
  • 888 828-4404
  • Web site: www.princetonfcs.com

See also Personal Assistance.


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.

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© 2007 Princeton Senior Resource Center, A United Way of Greater Mercer County Member Agency
45 Stockton Street, Princeton, NJ 08540 | Suzanne Patterson Building 609-924-7108 | Spruce Circle 609-252-2362
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