Millstone Financial Group - Millstone, New Jersey

Address: 490 NJ-33 Building 2, Suite 5, Millstone, NJ 08535, United States.
Phone: 7323858544.
Website: millstonefinancial.net
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 4.5/5.

📌 Location of Millstone Financial Group

Millstone Financial Group 490 NJ-33 Building 2, Suite 5, Millstone, NJ 08535, United States

⏰ Open Hours of Millstone Financial Group

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

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Millstone Financial Group

Millstone Financial Group is a reputable financial planning firm located in Millstone, New Jersey, USA. The company is situated at 490 NJ-33 Building 2, Suite 5, with a phone number of 7323858544 and can also be found on their website at millstonefinancial.net.

About Millstone Financial Group

  • Specialties: Financial planner
  • Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.

The firm specializes in financial planning and has been providing expert advice and services to clients for many years. Their team of experienced professionals works closely with clients to understand their unique financial situations and goals, crafting tailored solutions to help them achieve their objectives.

Customer Opinions

With 15 reviews on Google My Business, Millstone Financial Group has earned an impressive average rating of 4.5 out of 5 stars. Clients praise the company for its knowledgeable and caring staff, who are described as proactive, hardworking, and always available to address questions or concerns.

One satisfied customer noted, \"Great guys (Don and Mike). Very knowledgeable in all aspects of finance. They care about your success\" Another client shared, \"They have helped me greatly with my 401k, insurance, as well as any other money concerns I may have.\" These positive reviews demonstrate the high level of trust and satisfaction that clients have in Millstone Financial Group's services.

Why Choose Millstone Financial Group

For those seeking a reliable and experienced financial planning firm, Millstone Financial Group is an excellent choice. Their commitment to personalized service, expertise, and client success has earned them a strong reputation in the industry. With a wheelchair-accessible facility and appointments recommended, the company also prioritizes accessibility and convenience for its clients.

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👍 Reviews of Millstone Financial Group

Millstone Financial Group - Millstone, New Jersey
Raymond O.
5/5

Great guys (Don and Mike). Very knowledgeable in all aspects of finance. They care about your success!!! Both Don and Mike watch your investments like it's their own. I take comfort in that. They are both proactive and work hard for you. They are always around for a quick question. They listen to your needs . They have helped me greatly with my 401k , insurance as well as any other money concerns I may had. I recommended them to all my family and friends as both are a pleasure to work with.

Millstone Financial Group - Millstone, New Jersey
Angela R.
5/5

For years I have been working with Millstone Financial. Mike and Don have been nothing but professional. I feel like I am a family member when talking with them. I always know that they would never steer me wrong. I really feel as if they are a part of my family. They are always a phone call away. They listen to all of my questions and always respond to them in a way I can understand. They are one of the most trusting people I have ever worked with. Looking forward to keeping my relationship with them for years to come! I would recommend them to anyone and everyone I know. Keep up the good work!

Millstone Financial Group - Millstone, New Jersey
Wayne B.
5/5

Mike Russo has been our financial advisor for over 10 years, he was referred to us by a good friend when we were looking for a whole life insurance policy after the birth of our first child.  Over the years Mike has helped my wife and I invest several different retirement plans and and we even leverage his knowledge when we have questions on our home or auto insurance policies and even on our taxes.  If something ever comes up and I need a quick reply I either send Mike an email or a quick text and he always gets back to me.

Mike is more than a financial advisor to our family, he is a good friend.  Two years ago he helped us through a very difficult time when my wife's father passed away.  He helped us through all the paperwork and he sat down with us and created a retirement plan for my mother in law making sure she would be ok.

Thank you Mike for the years of advice and planning.  Our family appreciates it.

Wayne and Leigh-Ann Borella

Millstone Financial Group - Millstone, New Jersey
Manuel A.
5/5

It has been an overwhelmingly pleasant experience working with Don from Millstone Financial. He is extremely knowledgeable, approachable, responsive, and never fails to walk through complex financial conversations in an easy-to-follow manner. We’ve discussed and found solutions for my family's budgeting, retirement planning, home ownership options, insurance, saving for our children’s future, every one of our financial concerns, and every short and long-term goal. He is fantastic at providing different perspectives that has helped us navigate through our financial options and has put our mind at ease knowing that, together, we established an achievable, yet realistic plan that we were very comfortable with. I would highly recommend beginning a conversation with him and utilizing his expertise as he is, without a doubt, a wealth of knowledge.

Millstone Financial Group - Millstone, New Jersey
Keith F.
5/5

My family and I have worked closely with Don and Mike for the past 10 years. We have seen firsthand how their knowledge, guidance and responsiveness can drive exceptional portfolio results. Millstone Financial Group has my highest recommendation. Keith Farrell

Millstone Financial Group - Millstone, New Jersey
B R.
5/5

Been working with Donald and Mike for nearly two years. They have helped me and my wife in preparing for our financial needs for the future. They are very easy to work with and I highly recommend them to anyone who is is seeking financial advice.

Millstone Financial Group - Millstone, New Jersey
Parag S.
5/5

Myself and my parents have worked with MFG for over a long time and they have helped us achieve our financial goals. Their are knowledgeable in the financial climate at any given time and provide excellent suggestions on how to proceed with many of life's biggest challenges while keeping your future in mind. Can't say enough good things about them.

Millstone Financial Group - Millstone, New Jersey
Steve J.
5/5

EXCELLENT company that knows finances and how to make you money and help hold on to what you already have. Jill is fantastic running the office and offers customer service that is more valuable to me than most anything else. Call Jill and she will treat you like family and Don and Mike will help you take care of your hard earned money!

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