Millstone Financial Group 490 New Jersey 33, Millstone, NJ 08535
About the Business
Millstone Financial Group, located at 490 New Jersey 33 in Millstone, New Jersey, is a finance institution dedicated to helping individuals plan for and navigate through their retirement years. Our team believes in putting people first, focusing on building strong relationships with our clients to understand their unique financial goals and challenges.
Through personalized financial planning, we aim to provide solutions that will help you achieve your retirement goals and weather any financial challenges that may arise. Our experienced team will conduct a comprehensive analysis of your current financial situation and work with you to develop a customized plan that meets your needs and the needs of your family.
At Millstone Financial Group, we not only help you retire, but we also strive to help you retire well. Our services include retirement planning, wealth preservation, tax minimization strategies, and empowering you to make informed financial decisions.
With years of experience in the financial industry, our team has assisted clients with a wide range of retirement scenarios. We are committed to guiding retirees on an individual basis and helping them navigate through retirement with confidence.
If you are ready to take control of your retirement planning, schedule a Millstone Awareness Assessment today to begin charting your course to a secure retirement. Our team is here to help you keep more of your hard-earned money, plan for the future, and make informed financial decisions. Let us help you achieve your financial goals and retire comfortably on your terms.
Photos
Location & Phone number
490 NJ-33 Building 2, Suite 5, Millstone, NJ 08535, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Mike Russo has been our financial advisor for over 10 years, he was referred to us by a good friend when we were looking for a whole life insurance policy after the birth of our first child. Over the years Mike has helped my wife and I invest several different retirement plans and and we even leverage his knowledge when we have questions on our home or auto insurance policies and even on our taxes. If something ever comes up and I need a quick reply I either send Mike an email or a quick text and he always gets back to me. Mike is more than a financial advisor to our family, he is a good friend. Two years ago he helped us through a very difficult time when my wife's father passed away. He helped us through all the paperwork and he sat down with us and created a retirement plan for my mother in law making sure she would be ok. Thank you Mike for the years of advice and planning. Our family appreciates it. Wayne and Leigh-Ann Borella"
"My family and I have worked closely with Don and Mike for the past 10 years. We have seen firsthand how their knowledge, guidance and responsiveness can drive exceptional portfolio results. Millstone Financial Group has my highest recommendation. Keith Farrell"
"It has been an overwhelmingly pleasant experience working with Don from Millstone Financial. He is extremely knowledgeable, approachable, responsive, and never fails to walk through complex financial conversations in an easy-to-follow manner. We’ve discussed and found solutions for my family's budgeting, retirement planning, home ownership options, insurance, saving for our children’s future, every one of our financial concerns, and every short and long-term goal. He is fantastic at providing different perspectives that has helped us navigate through our financial options and has put our mind at ease knowing that, together, we established an achievable, yet realistic plan that we were very comfortable with. I would highly recommend beginning a conversation with him and utilizing his expertise as he is, without a doubt, a wealth of knowledge."
"For years I have been working with Millstone Financial. Mike and Don have been nothing but professional. I feel like I am a family member when talking with them. I always know that they would never steer me wrong. I really feel as if they are a part of my family. They are always a phone call away. They listen to all of my questions and always respond to them in a way I can understand. They are one of the most trusting people I have ever worked with. Looking forward to keeping my relationship with them for years to come! I would recommend them to anyone and everyone I know. Keep up the good work!"
"Great guys (Don and Mike). Very knowledgeable in all aspects of finance. They care about your success!!! Both Don and Mike watch your investments like it's their own. I take comfort in that. They are both proactive and work hard for you. They are always around for a quick question. They listen to your needs . They have helped me greatly with my 401k , insurance as well as any other money concerns I may had. I recommended them to all my family and friends as both are a pleasure to work with."
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