Community Financial Management LLC - Lincroft, New Jersey

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Community Financial Management LLC: A Comprehensive Overview

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For individuals and families seeking expert guidance in navigating the complexities of personal finance, Community Financial Management LLC presents itself as a dedicated provider of financial planning services. Located at 8 Oak St, Lincroft, NJ 07738, and reachable at 325307717, the company strives to deliver tailored solutions to meet diverse financial goals. Their website, communityfinancialmanagement.com, offers further details and insights into their approach.

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About Community Financial Management LLC

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Community Financial Management LLC operates with a core philosophy centered on building long-term relationships with its clients, prioritizing a deep understanding of their unique circumstances and aspirations. They specialize in crafting personalized financial plans that encompass a wide range of areas, including retirement planning, investment management, estate planning, tax planning, and education funding. The firm’s approach is fundamentally consultative, emphasizing open communication and collaborative decision-making. They aim to empower clients with the knowledge and tools necessary to achieve financial security and realize their life goals. The team at Community Financial Management believes that a robust financial plan isn’t just about numbers; it’s about aligning financial strategies with a client’s overall values and vision for the future.

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Location and Accessibility

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The company’s physical address is 8 Oak St, Lincroft, NJ 07738. This location provides convenient access for clients in the surrounding area. Furthermore, Community Financial Management LLC demonstrates a commitment to inclusivity by offering wheelchair accessible parking lot and wheelchair accessible restroom facilities. These features ensure that the firm is readily accessible to all clients, regardless of mobility limitations. The firm recognizes the importance of universal accessibility and strives to create a welcoming environment for everyone.

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Key Features and Services

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• Comprehensive Financial Planning: Tailored plans addressing diverse financial needs.

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• Retirement Planning: Strategies for securing a comfortable retirement.

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• Investment Management: Portfolio construction and ongoing management.

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• Estate Planning: Guidance on wills, trusts, and other estate planning instruments.

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• Tax Planning: Strategies to minimize tax liabilities.

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• Education Funding: Planning for college expenses and other educational goals.

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Community Financial Management LLC differentiates itself through its commitment to a holistic approach. They don’t simply offer individual products; they develop integrated plans that consider all aspects of a client’s financial life. The team consistently emphasizes the importance of regular reviews and adjustments to the financial plan to ensure it remains aligned with the client’s evolving circumstances and market conditions. They pride themselves on providing proactive, rather than reactive, financial advice.

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Current Reputation & Feedback

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Currently, Community Financial Management LLC has 0 reviews on Google My Business, indicating a limited public feedback record. The average opinion is 0/5, suggesting that the company currently lacks substantial customer testimonials or ratings. While this limited feedback should be considered, it does not necessarily reflect the quality of the services provided. It is recommended that prospective clients seek out additional information and speak directly with a representative to assess whether the firm’s approach aligns with their needs.

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Contact Information

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Phone: 325307717

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Website: communityfinancialmanagement.com

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Address: 8 Oak St, Lincroft, NJ 07738

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Restroom: Available

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"summary": "Community Financial Management LLC provides personalized financial planning services with a focus on retirement, investments, and estate planning. Despite limited online reviews, they prioritize client relationships and accessibility.",
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