Feldman Financial Services, LLC

Feldman Financial Services, LLC Our mission is to provide you with financial strategies that may create financial clarity and improv

You have a clear picture in your mind of what your retirement should look like. But do you have the resources to make th...
05/29/2024

You have a clear picture in your mind of what your retirement should look like. But do you have the resources to make that picture come to life? Saving for retirement is essential, but in many cases, that’s just the first step. Navigating your way to your retirement often depends on choosing the financial strategy that helps you work towards getting there.

This book is designed to help you better understand what your options are as you near retirement. By the time you’ve finished this book, you should have a clearer idea of which solutions best meet your needs, and feel more confident about your financial future.
Get your copy now!
https://www.amazon.com/dp/B0CJXLFDNM?psc=1&ref=ppx_yo2ov_dt_b_product_details

This Memorial Day, let's honor and remember those who made the ultimate sacrifice for our freedom.
05/27/2024

This Memorial Day, let's honor and remember those who made the ultimate sacrifice for our freedom.

The journey to retirement can be full of excitement and worry, obstacles and windfalls, ups and downs. We’re here for al...
05/24/2024

The journey to retirement can be full of excitement and worry, obstacles and windfalls, ups and downs. We’re here for all of it. Visit https://www.feldfinancial.com/ to begin the discussion about building a map to retirement today.

Look for strategies to minimize your tax liability during your retirement years. Give us a call today.
05/22/2024

Look for strategies to minimize your tax liability during your retirement years. Give us a call today.

Look for strategies to lower your tax liability during your retirement years.

Dedication, hard work and an honest approach to serving the needs of clients in the New Jersey Shore area are overriding...
05/20/2024

Dedication, hard work and an honest approach to serving the needs of clients in the New Jersey Shore area are overriding values that Carl focused on. He has built his business using a philosophy geared toward helping people work towards achieving their retirement dreams.

These mountain towns feature majestic peaks and reasonable housing costs.
05/17/2024

These mountain towns feature majestic peaks and reasonable housing costs.

These mountain towns feature majestic peaks and reasonable housing costs.

New rules under the SECURE 2.0 Act provide more savings opportunities for gig economy workers.
05/15/2024

New rules under the SECURE 2.0 Act provide more savings opportunities for gig economy workers.

New rules under the SECURE 2.0 Act provide more savings opportunities for gig economy workers.

This Mother’s Day, let's celebrate the extraordinary women who shape our lives with unconditional love and boundless str...
05/12/2024

This Mother’s Day, let's celebrate the extraordinary women who shape our lives with unconditional love and boundless strength. Happy Mother's Day to all the amazing moms out there!

While you can use retirement funds from a 401(k) or IRA to purchase a home, it might not be a smart financial move.
05/10/2024

While you can use retirement funds from a 401(k) or IRA to purchase a home, it might not be a smart financial move.

While you can use retirement funds from a 401(k) or IRA to purchase a home, it might not be a smart financial move.

Your full retirement age for Social Security depends on the year you were born. Call our office today.
05/06/2024

Your full retirement age for Social Security depends on the year you were born. Call our office today.

Your full retirement age for Social Security depends on the year you were born.

Address

429 Lacey Road
Forked River, NJ
08731

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 5pm
Saturday 9am - 1pm

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