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934 Stuyvesant Ave, SUITE 15, UNION, NJ 07083

(908) 298-0790
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Benefits & Services

Finesse Financial Services, Inc. Total Financial Center

Financial Benefit Statement

  1. Website FinesseFinancialPlanning.com
  2. Asset Allocation Models Available Upon Request..
    E-Mail Address: Jptah@ceterafs.com
  3. Actively Managed Accounts:  Tracking Of Investments, Periodic Phone Calls.
    • A. Estate Planning / Wills / Charitable Giving / Moving / Vacations Home etc…
    • B. Daycare / Credit / Wedding / Home Purchase / Debt etc…
    • C. Long Term Care / Record Keeping / Daily Care / House Keeping / Medicare / SSI.
    • D | Helping Yourself  | Helping Your Children | Helping Your Parents
  4. Quarterly Financial Newsletters To Keep You UP To Date On The Latest      
    Developments Regarding Financial Planning.
  5. Assist with IRA & investment distribution options.
  6. Assist with designing Portfolios.
  7. Consultation on specific financial topics                                                                      

Our Firm's Mission Is To Provide Quality, Timely And Cost Effective Service To Our Valued Clients.  The Firm Has Been In Business Over 17 Years.  We Believe That Our Education And Experience Combined With State Of The Art Technology Will Assist Our Clients In Reaching Their Financial Goals.