Highland Financial Advisors, LLC

Name: Highland Financial Advisors, LLC
Address: 1680 New Jersey 23, Wayne, NJ, 07470, US
Telephone: (973) 557-2933
Price range: $$$
Rating: 5

Highland Financial Advisors, LLC: Personalized fiduciary guidance for your financial future.

5(5 reviews)

financial-advising

$$$

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About

Highland Financial Advisors, LLC in Wayne, NJ offers personalized, fiduciary financial guidance backed by over 25 years of trusted service. Clients praise AnnaMarie-led teams for translating goals into tailored investment strategies and comprehensive planning that includes estate, tax, and insurance considerations. The firm emphasizes accessible, proactive communication and ongoing review to help clients navigate retirement and everyday financial decisions.

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Location

1680 NJ-23 Suite 210, Wayne, NJ 07470, USA

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Information

1680 New Jersey 23

Wayne, NJ, 07470

(973) 557-2933 www.highlandplanning.com/

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Services

Investment Strategy Development

Personalized investment plans tailored to your risk profile and financial goals.

Retirement Planning

Comprehensive retirement strategies to secure your financial future.

Estate Planning Guidance

Expert advice on estate planning to protect your assets and legacy.

Tax Optimization

Strategies to minimize tax liabilities and maximize financial efficiency.

Financial Goal Setting

Collaborative development of short-term and long-term financial objectives.

Ongoing Portfolio Management

Continuous monitoring and adjustment of investments to align with market conditions and goals.

5.00 · 5 reviews

Overall rating

Yitzy Dier

via Google

· 1 year ago

My wife and I have been working with Highland for just over a year now, and we are especially grateful and pleased to be working with an advisory group that takes such personalized care of their clients. From helping us develop our financial goals, to designing an investment strategy that suits our risk profile, to beginning to plan our estate, Highland Financial has been instrumental in guiding our financial story so far. AnnaMarie, Joey, and the team, equipped with a breadth of knowledge and a capable network, are always available for any questions we might have in our day-to-day financial journey. My wife and I are confident in their guidance and intuition, trusting that the advice given has been duly researched. We appreciate the ease and comfortability we feel when working with Highland, and especially value their strong adherence to the fiduciary oath. I thoroughly enjoy every meeting we have with our team. For other young couples looking to develop their financial lives, or anyone alike, I seriously recommend Highland Financial.

Ryan Broedlin

via Google

· 2 years ago

I have worked hand-in-hand with Highland Financial Advisors for a number of my estate planning clients. I have been incredibly impressed - not only with the results they achieve for their clients from a financial perspective, but also the level of attention they give to each client and the way they work to address all facets of their clients' financial well being. They go far beyond just considering investments and financial returns, keeping an eye on estate planning, tax, and insurance matters among other things. I always know my clients are in good hands working with the Highland team and look forward to a long partnership with them.

Len Rybka

via Google

· 2 years ago

My wife and I are very happy with our decision to partner with the Highland Financial Advisors team to manage our retirement and investment accounts. Their professionalism and customer focus is apparent from the moment we began working with our dedicated team members. They take the time to know our short and long term dreams and goals, then built that into our personalized investment strategy. They maintain a two-way communication channel with timely updates and check-ins, always keeping us in the best possible position. With such uncertainty in the financial markets, it's comforting to know that our portfolio is in good hands and we can focus on enjoying our retirement.

Pamela S.

via Google

· 2 years ago

My husband and I have been clients of Highland Financial since 2018 and we’ve been very happy with the personalized service they provide us. Our team, led by AnnaMarie, is truly a pleasure to work with. They’ve really taken the time to get to know us, learn what our goals and priorities are, and have developed a comprehensive plan to help us achieve those goals. They continue to meet with us throughout the year to make sure we are on track and are always available to answer questions and provide guidance. We feel comfortable and confident in their abilities and highly recommend them!

Rachel M.

via Google

· 2 years ago

Highland Financial has been a fantastic partner in our financial journey for over 25 years. They are the epitome of professionalism and trustworthiness. Their team is always available to offer great advice, making complex financial decisions seem simple. I highly recommend them to anyone looking for reliable and personalized financial services. Truly a top-notch firm!

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