Financial Services
FINANCIAL PLANNERS AND ADVISORS
There are many companies and individuals who offer to advise you financially. Banks, brokerage houses and individuals provide services. You might want to seek a person who is a Certified Financial Planner and charges a fee for services rather than one who sells a particular product line. Listings of local Certified Financial Planners can be found on the internet at www.cfp.net.
FINANCIAL PLANNING ASSOCIATION
The professional society for financial planners. Their website has a lot of information for the general public, and also a function to search for a financial planner in your area and with the specialization you need.
http://www.fpaforfinancialplanning.org/
ANNUAL CREDIT REPORT
Free annual credit report from TranUnion, Experian,and Equifax.
CONSUMER CREDIT COUNSELING SERVICE (A Program of the Family Guidance Center)
- Provides counseling on money management, a plan for repayment of debt as an alternative to bankruptcy, assistance in establishing or reestablishing credit, and education on various financial topics helpful to consumers. Free.
- (609) 586-2574 or 888 379-0604
- Web site: www.cccscentralnj.com/
FINANCIAL PLANNING ANSWER PLACE
- 475 Wall Street, Princeton, NJ 08540
- 609.240.9785
FAMILY GUIDANCE CENTER
- Basic Money Management Services to individuals receiving Social Services benefits and/or Supplemental Society Income who have demonstrated an inability to properly handle their funds or are at risk of financial exploitation.
NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS
Fee-Only comprehensive financial planning professionals
http://www.napfa.org/about/index.asp
PRINCETON FINANCIAL CARE SERVICES
- Help with personal finances such as bill paying, medical claims, other forms.
- Barbara Kady & Hilly Berlin, CPA
- Straube Center,114 W. Franklin Ave, Ste K-4 Pennington, NJ 08534
- (609) 730-0067
- Web site: www.princetonfcs.com
RUTGERS COOPERATIVE EXTENSION
- A resource for good financial records. This includes regular net worth (assests minus debts) and cash flow (income and expenses) statements and a list of important documents for family members to access if needed. For a downloadable financial record-keeping form -"A record of Important Family Papers" go to:
- Web site: www.njaes.rutgers.edu
SENIOR FINANCIAL CONSULTING
- 194 Gatzmar Ave, Jamesburg 08831
- (732) 656 3600
- email: seniorfc@comcast.net
VIASOURCE FUNDING GROUP
- Help getting cash from life insurance policies you no longer need
- 2 Hartford Dr, Ste.201, Toms River, New Jersey 08753
- 888 828-4404
- Web site: www.viasourcefunding.com/
For assistance with bill paying, see Personal Assistance. For information on Reverse Mortgages, see Reverse Mortgages .
The Princeton Senior Resource Center does not endorse any of the resources listed on these pages. We collect and provide information from many sources as a service to those seeking services in the Princeton area. No listed provider pays to be in our directory.