Connect with Top-Rated Financial Planners in Pennington!

Scafa Financial Services, LLC is a comprehensive financial planning firm that offers personalized financial planning, retirement planning, estate planning, investment management, insurance planning, and cash flow & debt management services. Our team of professionals takes a holistic approach to financial planning, crafting customized strategies that maximize opportunities while minimizing tax liabilities. With years of experience, we guide clients through life transitions, helping them achieve their financial goals and build a secure financial future.

Sax Wealth Advisors is a fee-only financial planning firm that provides comprehensive financial planning, investment management, estate planning, retirement planning, and proactive tax planning services to individuals, families, and businesses. Our team of experienced financial advisors uses a research-based investment approach to help our clients achieve their financial goals. As a wholly-owned subsidiary of Sax LLP, a multi-disciplinary accounting, tax, and advisory firm, we offer access to a wider range of talent, resources, and expanded services. Our affiliation with NAPFA and DFA also demonstrates our commitment to fee-only financial planning and fiduciary principles.