Westfield Financial Planning

Westfield Financial Planning (CRD# 290102) is a financial advisory firm headquartered in Westfield, NJ. They manage $190,807,625 in 699 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
316 East Broad Street, Westfield, NJ 07090
https://twitter.com.markfswinglecfp
By the Numbers
  • Total Assets Under Management
    191
    MILLION
  • Total Number of Accounts
    699
    ACCOUNTS
  • Average Account Value
    $272,972
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NH, NJ, NY

Financial Advisors at Westfield Financial Planning
Showing 1 - 2 of 2 top financial advisors.
1
Daniel Song, financial advisor Westfield NJ
Daniel M. Song
CRD#: 5706414
316 East Broad Street, Westfield, NJ 07090

Daniel Song (CRD# 5706414) is an Investment Advisor Representative working at Westfield Financial Planning in Westfield, NJ and has over 14 years of experience in the finance industry.

2
Mark Swingle, financial advisor Westfield NJ
Mark F. Swingle
CRD#: 2785218
316 East Broad Street, Westfield, NJ 07090

Mark Swingle (CRD# 2785218) is an Investment Advisor Representative working at Westfield Financial Planning in Westfield, NJ and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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