Investment Advisor Directory

Investment Advisor: Portnoff Financial LLC

Company: Portnoff Financial LLC
Contact: Jeremy Portnoff

222 North Avenue West Suite 3
Westfield, New Jersey, 07090

Phone: (877) 226-3115
Website: http://www.portnofffinancial.com



Portnoff Financial LLC is an independent Fee-Only Registered Investment Advisor providing comprehensive financial planning and investment management services

Serves Counties: Essex (NJ), Mercer (NJ), Middlesex (NJ), Monmouth (NJ), Morris (NJ), Somerset (NJ), Union (NJ)

License #: 135099
Licensed to sell Insurance Products:No
Licensed to sell securities:No

Financial Advisor Experience: 6-10 Years


Designations: CFP®, AIF®, CRPS®, CES™, CFS®, CTS™, CAS®

Products:
Reits
Life Insurance
Long Term Care Insurance
Annuities
Mutual Funds
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)



Minimal Assest: $100,000

License Type: Health Insurance,Life Insuranc

Insurance Type:

Disclosure:


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