Financial Advisors in Westfield, NJ
Contact
Phone: (908) 379.2706
Location
316 East Broad Street 1st Fl.
Westfield, NJ 07090
Financial Services Offered in Westfield, NJ
At Merit Financial Advisors in Westfield, NJ, we offer a comprehensive suite of financial services designed to cater to your evolving needs. Our team of professionals is committed to providing personalized solutions that align with your long-term goals and aspirations. Whether you're seeking wealth management, investment strategies, retirement planning, tax strategies, financial or estate planning, we have decades of experience and resources to guide you and your loved ones every step of the way. With a client-centric approach and a deep understanding of the financial landscape, we deliver tailored strategies and insights to help you navigate the complexities of today's market. Experience the Merit way and embark on a journey toward financial success and confidence. Let’s build your tomorrow, together.
- Financial Planning
- Wealth Enhancement
- Wealth Transfer
- Estate Planning
- Estate Administration
- Tax planning/strategies
- Retirement Planning
- Life Transitions
- Charitable Giving
- Risk Management
- Wealth Protection
- Insurance gap analysis
- Cash Flow Modeling
- Investment Management
- Portfolio Performance Analysis
- Risk tolerance
- Asset Allocation
- Withdrawal Strategies
- Concentrated stock divestiture strategies
- Comprehensive investment analysis
- Concierge Services which Include:
- Coordination with Other Professionals
- Proactive Family Meetings
- Insurance Consultation
- Scenario Planning and Stress Testing
Our Team
Mark Swingle
Wealth Manager, Partner
Mark Swingle
CFP®
Wealth Manager, Partner
As a dedicated CERTIFIED FINANCIAL PLANNER™, I am driven to help clients meet their financial goals and achieve success. My passion for the markets, along with my calm demeanor and disciplined approach to investing, are my secret sauce in building trusting and loyal relationships with my clients.
I work with a select group of Private Clients which affords me the luxury of time to get to know my clients on a more personal level. While my clients would typically put money management as the most important reason they seek me out, I believe the most important service I provide is helping to instill and reinforce a disciplined, non-emotional, and goal-driven approach to investing. I keep my practice current and progressive by attending Continuing Education seminars and conferences throughout the year which allows me to provide creative, and experience-driven money management. You can feel confident engaging me to guide you and your family in maintaining your lifestyle, while striving to achieve greater long-term financial goals.
Daniel Song
Wealth Manager, Partner
Daniel Song
CFA®
Wealth Manager, Partner
Dan has over 14 years of industry experience as a wealth manager working with high-net-worth individuals, families, and businesses. During his career, he worked for firms such as Merrill Lynch and brings a wealth of industry knowledge and experience to WFP and it’s clients.
Dan graduated from Rutgers with a B.S. in Finance and holds the Chartered Financial Analyst® (CFA®) designation.
Dan resides in Bergen County with his wife Liz. He is an avid golfer and snowboarder.
Denise Colleran
Senior Client Service Manager
Denise Colleran
Senior Client Service Manager
As Senior Client Service Manager, Denise serves as our liaison to clients. You are sure to appreciate her friendly demeanor and eagerness to assist. Denise also ensures our office operations are consistent with SEC Rules and Regulations.
Denise was a practicing attorney in NYC before settling down in Westfield with her husband Brian to raise their children Jack, Katie, and Julia.
Mary Harris
Branch Office Administrator
Mary Harris
Branch Office Administrator
Before making the decision to devote her time to raising her children, Mary had worked for many years in the brokerage industry in both NYC and NJ. Mary is a longtime resident of Westfield and enjoys participating in various local activities.
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.