Financial Planning

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GERSTEN & PILL, LLC Financial PlanningGERSTEN & PILL, LLC firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals.
 

  • Debt & Financial Services
    We offer complete debt and financial counseling services, including installment debt consolidation, refinancing, and repackaging.

  • Retirement Planning
    It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.

  • Obtaining Mortgages
    We can obtain Mortgages at completive rates through CJM Mortgage, where I am a representative of said company.

  • Mutual Fund Analysis
    Through my affiliation with CJM Planning we can review and advise you of your investment needs.

  • Estate Planning
    Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.

  • Investment Review
    Our firm will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account.


To inquire about this service please call us: 973-325-8000 or Fill out our Contact Form.