Robert Shaffer Wealth Management

(on prospect street)
Financial and Investment Services in Westfield, NJ
Financial and Investment Services
Financial Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

133 Prospect Street
Westfield, NJ
07090

About

This is where you usually read about the comprehensive range of wealth management services we provide and how well we do it. Okay, we do all that and we think we do it pretty well. But let’s try to be a little more specific and try writing in English instead of advisorspeak for both of our sakes.

We help you organize your financial life. Think of it as valet service for your finances. We figure out what you have, where you have it and what it is supposed to do for you. We keep a record of the entire mix no matter where you bought it originally. We get your financial stuff out of the shoebox and into a single piece of paper or online.

We find out who you are and what you want to do. Are you married? Do you have kids? Do you have aging parents that you will need to take care of? Do you have a special needs child? In other words, we work on what keeps you awake at night (assuming that it has something to do with your finances not, say zombies and vampires…we’re not much help there.)

Photos

Robert Shaffer Wealth Management Photo Robert Shaffer Wealth Management Photo Robert Shaffer Wealth Management Photo

Information

Company name
Robert Shaffer Wealth Management
Category
Financial and Investment Services

FAQs

  • What is the phone number for Robert Shaffer Wealth Management in Westfield NJ?
    You can reach them at: 908-389-8161. It’s best to call Robert Shaffer Wealth Management during business hours.
  • What is the address for Robert Shaffer Wealth Management on prospect street in Westfield?
    Robert Shaffer Wealth Management is located at this address: 133 Prospect Street Westfield, NJ 07090.
  • What are Robert Shaffer Wealth Management(Westfield, NJ) store hours?
    Robert Shaffer Wealth Management store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.