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Ballaster Financial LLC
Ballaster Financial LLC : Planification financière personnelle et proactive et conseils en investissement à Jersey City.
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Business
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Ballaster Financial LLC : Planification financière personnelle et proactive et conseils en investissement à Jersey City.
Ballaster Financial LLC à Jersey City propose une planification financière personnalisée, une gestion d'investissements et la mise en place d'un portefeuille. Les clients décrivent une équipe compétente et proactive qui explique clairement les options, reste réactive par e-mail et adapte ses conseils aux objectifs individuels. Un partenaire de confiance pour planifier et atteindre vos objectifs financiers.
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Des plans financiers complets et personnalisés, adaptés à vos objectifs spécifiques, comprenant la retraite, l'éducation et la constitution de patrimoine.
Gestion experte de portefeuille et stratégies d'investissement pour faire croître et protéger vos actifs grâce à une supervision proactive.
Conseils sur l'épargne-retraite, les stratégies de revenu et la sécurité financière à long terme pour assurer un avenir confortable.
Services de gestion de patrimoine holistiques couvrant l'allocation d'actifs, la planification fiscale et la planification successorale pour les personnes à haute valeur nette.
Consultations individuelles pour aborder des questions financières spécifiques, fournir des conseils et proposer des étapes concrètes pour améliorer la situation.
Note globale
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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