Rand Financial Planning
Finance · New Jersey, United States · 1-10 Employees
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Overview
Headquarters
361 State Rte 31 Ste 902, Flemington, Ne...Phone Number
(908) 895-2406Revenue
<$5 MillionIndustry
ZI Rank: 1
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About Rand Financial Planning
Rand Financial is a fee-only financial advisory firm based in Flemington, New Jersey, specializing in comprehensive financial planning and investment management. They primarily serve pre-retirees, retirees, widows, and inheritance recipients, focusing on clients with at least $2 million in investable assets. Led by Marjorie L. Rand, a Certified Financial Planner and CPA, the firm emphasizes personalized service and tax-efficient strategies tailored to individual financial goals. Their services include retirement planning, tax planning, estate planning, and risk management, ensuring clients receive objective guidance throughout their financial journey.Explore more
Rand Financial Planning Org Chart
MR
Founder & Financial Advisor
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Rand Financial is a fee-only financial advisory firm based in Flemington, New Jersey, specializing in comprehensive financial planning and investment management. They primarily serve pre-retirees, retirees, widows, and inheritance recipients, focusing on clients with at least $2 million in investable assets. Led by Marjorie L. Rand, a Certified Fin... Read More
