Wellesley Financial Planners

2 recommendations and reviews from 1 person

Recommendations from Jen S.

• Referral from December 12, 2015
  

  Pamela D. asked:

  Hello Middletowners! Any recommendations for credible Financial Advisers?

  

  Jen S. replied:

  Wellesley Financial Planners, they are in The Courts on Maple Ave. in Red Bank. Michael Szotak. He is a CFP. 732-747-9775.

  -1
  View full conversation on Facebook
• Referral from April 13, 2015
  

  Sarah S. asked:

  Does anyone have any recommendations for financial advisors in the area? We would prefer a well known company, but would love input on specific advisors/groups local to this area. Thanks!

  

  Jen S. replied:

  My husband Michael Szotak, CFP. (certified financial planner) he is an independent broker and has an office in the courts in Red Bank. The office number is 732-747-9775. He will also travel to you if that is more convenient. Good luck!!

  -1
  View full conversation on Facebook