Portnoff Financial llc is an Independent Fee-Only Registered Investment Advisor offering Comprehensive Financial Planning, Financial Coaching, and Institutional Investment Management strategies. Our Wealth Management Solution is designed to centralize all financial data so that you can make better financial decisions.

At Portnoff Financial LLC we help our clients create and manage wealth by addressing the unique needs of each individual. Jeremy E. Portnoff, CFP^® Founded Portnoff Financial LLC to provide a highly customized wealth creation and management solution with flexibility and objectivity.

Portnoff Financial llc was founded on the principles of fiduciary responsibility which means your interests always come first. As an Independent Fee-Only Advisor, we have the flexibility to recommend what is best for you, you will always receive unbiased advice and you will never be sold a commissionable financial product. Our purpose is to:

• Help you Create, Manage, and Retain wealth so you can achieve your financial hopes and dreams.

• Thoroughly understand your unique values, goals, and financial situation.

• Create more time in your life to do the things you want to do.

• Give you comfort and peace of mind by knowing you are on track financially.

• Help you improve the Quality of your life by making confident financial decisions.

Many people spend their whole lives accumulating retirement assets without considering a proper exit strategy that can lead to immediate and unnecessary taxation and loss of retirement savings. We specialize in helping you maximize your retirement savings for you, your family, and how to retain that wealth within your family for as long as possible. To learn more about preserving your retirement assets and The Complete IRA Care Solution™  click here.

Call now to find out how to receive a complementary copy of one of Nationally Acclaimed IRA Expert, Ed Slott's Books "The Retirement Savings Time Bomb," "Parlay Your IRA into a Family Fortune," and "Your Complete Retirement Planning Road Map."

Check out Ed Slott's Public Television Special, 'Stay Rich Forever & Ever' airing on Public Television nationwide. Check your local PBS listings at www.pbs.org or click on the following station links:

WLIW21     NJN    KOCE     KCET

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Portnoff Financial, LLC may only transact business in those states in which it is registered as an investment advisor, or qualifies for an exemption from the state registration requirements under di minimus rules.  PF is currently registered in New Jersey, New York, and California. In the event that a client is from a state that PF is not registered in, PF will confirm the exemption or seek registration in that state.

Portnoff Financial LLC is a premiere vendor in the Westfield, New Jersey Financial Advisor showcase on NestEggZone.com.