BF
Ballaster Financial LLC
Ballaster Financial LLC: Personal, proactive financial planning and investment guidance in Jersey City.
5
Business
$$$
Ballaster Financial LLC: Personal, proactive financial planning and investment guidance in Jersey City.
Ballaster Financial LLC in Jersey City offers personalized financial planning, investment management, and portfolio setup. Clients describe a knowledgeable, proactive team that explains options clearly, stays responsive by email, and tailors guidance to individual goals. A trusted partner for planning and achieving financial milestones.
No photos available
Comprehensive, personalized financial plans tailored to your specific goals, including retirement, education, and wealth building.
Expert portfolio management and investment strategies to grow and protect your assets with proactive oversight.
Guidance on retirement savings, income strategies, and long-term financial security to ensure a comfortable future.
Holistic wealth management services covering asset allocation, tax planning, and estate planning for high-net-worth individuals.
One-on-one consultations to address specific financial issues, provide advice, and develop actionable steps for improvement.
Claim Ballaster Financial LLC to update business info, respond to reviews, and access analytics.
Overall rating
Kyra Holland
I found Ballaster Financial by searching Certified Financial Planners near me. After meeting with them online, I decided to entrust them with transferring some funds and starting a portfolio. They were very knowledgeable and competent in helping me through the entire process. They were available to answer questions via e-mail at all times and very helpful. A trustworthy and competent team.
Eri I
Jay was very knowledgeable, thorough, and proactive in helping us create a financial plan. He was great at explaining and providing answers and tailored the plan to our specific financial goals. Couldn’t be happier with the guidance we’ve received!
Andrew Mastro
Jay is a smart, trustworthy, and empathetic financial planner. We have consulted together for years and I highly recommend him.
Cynthia Johnson
Fantastic planner, investment manager, and sounding board! Jay was super responsive from the start. He worked with where I was at and set a clear course for my life goals, which we reached within a year. He gave me small, manageable tasks and took on the harder tasks himself, explaining everything along the way. He also went above and beyond to research and provide advice on several issues related to my specific situation.
Jesus Rincon
Jay is without a doubt one of the most savvy and detail-oriented professionals I've ever had the pleasure of working with. He really cares about his clients and goes above and beyond to find solutions to issues they may have not even thought about before they come up. He is definitely someone you want in your corner!
