About The Premier Client Group
Headquartered in Red Bank, NJ, The Premier Client Group works with clients across the country. Our firm focuses on comprehensive wealth management, and provides a wide range of financial services, including retirement planning, insurance solutions, and investment advice. With over fifty years of industry experience, we stand ready to guide our clients through any of life's hurdles. We believe discipline and integrity are paramount to success, and that our greatest achievement is the satisfaction of our clients.
Team
Director of Client Relations, Financial & Retirement Account Services
732-280-6886, Ext. 2020
Administrative Assistant, Financial & Retirement Account Services
877-477-7862, Ext. 2017
A Higher Standard
Our team of CERTIFIED FINANCIAL PLANNER™, Analysts, and Advisors are here for you. Today it’s so important to know you’re working with a true fiduciary.
The Mark of Excellence
CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.
86%
Percentage of consumers that prefer an advisor who has passed a certification exam and rigorous education program.
81%
4 out of 5 consumers prefer an advisor who takes all areas of their financial life into account.
90%
Percentage of consumers that see an advisor’s certifications as important.
