Rand Financial Planning, LLC
About the Business
Rand Financial Planning, LLC is an independent financial firm located in Flemington, New Jersey, serving pre-retirees and retirees in Somerset County, Hunterdon County, Morris County, and beyond. Founded by Marjorie L. Rand, CPA, CFP®, RICP®, our mission is to provide tax-efficient retirement planning to help clients achieve peace of mind and financial independence. We offer personalized service and exceptional value, with clients working closely with Marge Rand, our sole financial advisor. Our expertise lies in helping clients approaching retirement, in retirement, widows, and those who have received inheritances. We focus on building comprehensive financial plans that include investments, cash flow, insurance, and legacy planning. With a focus on reducing income taxes and creating a tax-efficient portfolio, we aim to protect and grow our clients' wealth throughout their retirement years. Our proactive approach includes regular meetings and ongoing support to ensure our clients' financial success. Visit us at our office in Flemington or schedule a virtual meeting to start planning for your financial future.
Photos
Location & Phone number
361 NJ-31 Suite 902, Flemington, NJ 08822, United States
Hours open
Monday:
10:00 AM - 5:00 PM
Tuesday:
10:00 AM - 5:00 PM
Wednesday:
10:00 AM - 5:00 PM
Thursday:
10:00 AM - 5:00 PM
Friday:
10:00 AM - 5:00 PM
Saturday:
10:00 AM - 4:00 PM
Sunday:
Closed
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