What are the opening hours?

Monday 9am - 7:30pm Tuesday 9am - 7:30pm Wednesday 9am - 7:30pm Thursday 9am - 7:30pm Friday 9am - 5pm

Zachary Gildenberg

Home
United States
Bordentown, NJ
Zachary Gildenberg

At Strategic Wealth Resource Group, we have an extensive team of professionals with diverse backgrounds to help you reach your future goals.

As a CFP® professionals I have met extensive training and experience requirements, and commit to the CFP Board's ethical standards requiring me put my clients' interests first. As an independent firm, we have the client, and only the client, in mind, providing the guidance you deserve. My passion as a CERTIFIED FINANCIAL PLANNER™ professional is to help people achieve their goals through financial

independence. I believe it is important to focus on financial education to ensure that each person I work with fully understand their personal situation. This process allows me to help my clients gain a better understanding of the strategies I recommend, ultimately providing them with a blueprint to reach their goals. By focusing on cashflow, I am able to provide a customized holistic strategy that provides clients with a balance between enjoying the present, protecting what they have and planning for the future. Prior to graduating college, I interned at Princeton Wealth Advisors of Raymond James where I first learned the basics of investment analysis, portfolio allocation and financial planning. Following my internship, I attended Stockton University where I graduated cm laude with a B.S. in Financial Planning. Soon after graduation I started as a Financial Planner at MassMutual gaining valuable experience in the field. During my 5 years with Mass Mutual I developed a strong background and understanding of advanced planning software, which has allowed me to provide state of the art technology and analysis to our clients. In 2020 our group has taken the leap to go independent and start The SWR Group.

01/09/2023

Just because clients can wait longer to take RMDs doesn't mean they should. Ed Slott suggests an alternative.

01/19/2022

Know your Retirement Income. It's been 20 years since the IRS last updated the RMD Tables, 2022 is the year! Take a look at the new rates at https://bit.ly/2022RMDs

01/14/2022

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

12/22/2021

For Student Loan borrowers the Holiday Season just got a little sweeter

The pause on federal student loan payments was initially set to expire at the end of January.

12/07/2021

After months of studying I am happy to announce that I am officially a CERTIFIED FINANCIAL PLANNER™.

A big thank you to my friends and family who supported me during my studies.

10/29/2021

Take our Risk Tolerance Questionnaire to ensure your current investment portfolio matches your goals.

No one strategy fits everyone, which is why every client gets our undivided attention

09/23/2021

A very simple concept that is to often overlooked.

It sounds simple, but paying yourself first can really pay off.

09/09/2021

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Address

1028 US Highway 206 S. , Unit 2
Bordentown, NJ
08505

Opening Hours

Monday	9am - 7:30pm
Tuesday	9am - 7:30pm
Wednesday	9am - 7:30pm
Thursday	9am - 7:30pm
Friday	9am - 5pm

Website

https://www.theswrgroup.com/team/zach-gildenberg

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