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
By the Numbers
-
Total Assets Under Management191MILLION
-
Total Number of Accounts699ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NH, NJ, NY
Financial Advisors at Westfield Financial Planning
1
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 (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.
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