960 Holmdel Rd
Building # 2
Holmdel, NJ 07733

Phone: (732) 750 9880
Fax: (732) 750 1004
Email: info@targetedfinancial.com

 

About Us

Our Strengths

  • Communication

    • Communication- One of the keys to a successful relationship is constant and consistent two-way communication. At Targeted Financial Services we offer many forms of contact including regular meetings with your advisor, conference calls, newsletters, immediate access to your investment accounts through our website and emails discussing timely topics (such as equity news, proposed changes in the Federal tax code, etc.) Sometimes we even do “house calls” in order to best service your needs. Conversations and electronic communications are saved into our company’s secure electronic data base program to ensure accuracy. It also enables any of the “Targeted Financial team” to have a centralized reference point should your primary advisor be unavailable to assist you.

  • Independence

    • Independence- As a Registered Investement Advisor, we consider every aspect of your financial life. From the first day we opened Targeted Financial Services, we consciously choose to be independent - meaning that we can select the most suitable investment and insurance programs from a variety of companies. We have no inventory of financial products to sell, nor are we obligated to any brokerage house, money management firm, mutual fund, insurance company or bank. That independence affords us the ability to offer you completely impartial advice to fulfill your financial needs.

  • Trust

    • Trust- We believe that the best way to understand your needs is through encouraging and nurturing close, trusting relationships. We feel that the best way to measure trust is through a firm’s retention rate – meaning the number of clients who stay with their current advisory firm during the year. Historically our client retention rate is almost 98%, well above the industry average of 67%*.

      We understand how important it is for you to be able to trust your Financial Advisor - particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. We feel that regardless of the direction the stock market and interest rates take in the future, it is important to have a trusted advisor you can count on to provide the straight news. We strive to understand your personal situation with the understanding that non-financial factors may influence your overall decisions.

  • You Work Directly with the Owner 

    • You Work Directly with the Owner - We recognize that time is a valuable commodity. As fellow business owners we understand the importance of working with an advisor who can offer you advice that is not only accurate but insightful and (whenever possible) creative. When you speak to your Targeted Financial Services advisor, you can be sure that as a fellow entrepreneur, we understand your need for timely and candid results.

*Source: 2014 LIMRA Agent Production and Retention report.

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Targeted Financial Services
960 Holmdel Road Building #2
Holmdel, NJ 07733

Phone: 732-750-9880
Fax: 732-750-1004
info@targetedfinancial.com