Community Resources
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.
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/
FINANCIAL PLANNING ANSWER PLACE
- 475 Wall Street, Princeton, NJ 08540
- 609.240.9785
NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS
Fee-Only comprehensive financial planning professionals
http://www.napfa.org/about/index.asp
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: www.cccscentralnj.com/
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
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.