The 360°of Financial Services

Portfolio Management

Examination of existing financial assets and restructuring according to a strategic plan tailor fit to meet your family's current and future plan.

Account Cleanup & Consolidation

Over years of employment, ideas and "advisors", the majority of family's own a haberdashery of accounts and assets that often overlap and require examination and re-organization.

Retirement Planning

One of CNF's priorities is to adequately plan and take the guesswork out of what retirement will look like and create a plan to secure a quality of life towards and past retirement.

Trust & Estate Planning

An intelligent way to minimize tax exposure and protect your family's assets and future is to utilize existing trust and estate planning techniques to create security and a legacy.

Tax Planning & Minimization Strategies

One of the most intelligent uses of a financial advisor is do effective tax planning on gains, losses and dividends - remember it is not what you make but what you keep.

Securities offered through LPL Financial, member FINRA/SIPC.
Investment advice offered through Private Advisor Group, a Registered Investment Advisor.
Private Advisor Group and Colts Neck Financial are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (NJ, NY, PA, FL).