Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®
90 Woodbridge Center Drive, Woodbridge Township, NJ 07095
Location & Phone number
90 Woodbridge Center Dr #700, Woodbridge Township, NJ 07095, United States
About the Business
Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS® is a prestigious finance and insurance agency located at 90 Woodbridge Center Drive in Woodbridge Township, New Jersey, United States. With a team of highly qualified professionals holding multiple certifications, they offer expert financial planning, insurance services, and retirement income strategies to help clients achieve their financial goals. Trusted by individuals and businesses alike, Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS® is dedicated to providing personalized and comprehensive financial solutions tailored to each client's unique needs.
Photos
Hours open
Monday:
7:30 AM - 7:00 PM
Tuesday:
7:30 AM - 3:00 PM
Wednesday:
7:30 AM - 7:00 PM
Thursday:
7:30 AM - 7:00 PM
Friday:
7:30 AM - 2:00 PM
Saturday:
9:00 AM - 12:00 PM
Sunday:
Closed
Reviews
"Jonathan was very knowledgeable and we were so grateful to get on a call with him. We definitely feel like we are headed in the right direction after our conversation with him and highly recommend!"
"I waited over a year to write this review because I believe that what it takes to get a true feeling about this type of service with all the ups and downs that come out of nowhere like wars, doors popping off airplanes in mid flight etc. its not like rating a burrito. In the end it comes down to this: you do what you do best and let Jonathan and his crew do what they do best. When I make a call a real person answers and I get the answers I need with out going thru some 10 step automated system."
"My Wife and I had our first introductory virtual meeting with Jonathan today. I must be honest, didn't think that we would get so much useful information on our first conversation with him. Very approachable, friendly but very professional. It is clear that he is listening to you and gives you his best advice not leaving you without a full understanding of his answers. I have listened to financial advisors on the radio numerous times and I always get the sense that they are more interested in giving you the phone number to their office than trying to understand and answer your questions. Not the case with Jonathan. You will have made the right choice when you work with him."
"I had a conference call with Jonathan to determine what direction I needed to go in order to get my financial affairs in order. Jonathan was not only informative but extremely patient as we discussed my situation. It turned out that in my case I was in need of a tax accountant more so than a financial planner. He had some suggestions as to what to look for and was very helpful as well as extremely pleasant to speak with. I would highly recommend getting in touch whether in person or through a Virtual-Microsoft Team Meeting if you are in need of financial planning advice."
"I had the pleasure of talking with Jonathan today. He was incredibly helpful pointing me in the direction my financial situation should take, and explaining why. Our discussion left me feeling most confident the advisement he provided is the best path to achieve my goals. I would highly recommend Jonathan to anyone looking for the financial services his company provides. A valuable experience."
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