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Ballaster Financial LLC
Ballaster Financial LLC: Planificación financiera personal y proactiva y asesoramiento en inversiones en Jersey City.
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Business
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Ballaster Financial LLC: Planificación financiera personal y proactiva y asesoramiento en inversiones en Jersey City.
Ballaster Financial LLC en Jersey City ofrece planificación financiera personalizada, gestión de inversiones y configuración de carteras. Los clientes describen un equipo conocedor y proactivo que explica las opciones de forma clara, responde por correo electrónico de forma oportuna y adapta la orientación a objetivos individuales. Un socio de confianza para planificar y alcanzar hitos financieros.
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Planes financieros integrales y personalizados, adaptados a tus metas específicas, que incluyen la jubilación, la educación y la creación de riqueza.
Gestión experta de carteras y estrategias de inversión para hacer crecer y proteger tus activos mediante una supervisión proactiva.
Guía sobre el ahorro para la jubilación, estrategias de ingresos y seguridad financiera a largo plazo para garantizar un futuro cómodo.
Servicios holísticos de gestión de la riqueza que abarcan la asignación de activos, la planificación fiscal y la planificación patrimonial para personas de alto patrimonio neto.
Consultas individualizadas para abordar cuestiones financieras específicas, brindar asesoramiento y desarrollar acciones prácticas para la mejora.
Calificación general
Kyra Holland
I found Ballaster Financial by searching Certified Financial Planners near me. After meeting with them online, I decided to entrust them with transferring some funds and starting a portfolio. They were very knowledgeable and competent in helping me through the entire process. They were available to answer questions via e-mail at all times and very helpful. A trustworthy and competent team.
Eri I
Jay was very knowledgeable, thorough, and proactive in helping us create a financial plan. He was great at explaining and providing answers and tailored the plan to our specific financial goals. Couldn’t be happier with the guidance we’ve received!
Andrew Mastro
Jay is a smart, trustworthy, and empathetic financial planner. We have consulted together for years and I highly recommend him.
Cynthia Johnson
Fantastic planner, investment manager, and sounding board! Jay was super responsive from the start. He worked with where I was at and set a clear course for my life goals, which we reached within a year. He gave me small, manageable tasks and took on the harder tasks himself, explaining everything along the way. He also went above and beyond to research and provide advice on several issues related to my specific situation.
Jesus Rincon
Jay is without a doubt one of the most savvy and detail-oriented professionals I've ever had the pleasure of working with. He really cares about his clients and goes above and beyond to find solutions to issues they may have not even thought about before they come up. He is definitely someone you want in your corner!
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