CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®) with 33 years of experience who has appeared in such media as Worth magazine and CNBC online.
- Wealth management
- High net-worth planning
- Investment tax strategy planning
- Estate tax planning
- Benefits and insurance planning
- College and private education planning
- Retirement income distribution planning
- Social security planning
- Charitable donation planning
BS in finance from Lehigh University
Philosophy of Service:
“I believe in thoroughly understanding our client’s goals and objectives and then meeting and exceeding expectations of service. Our team approach allows us to provide a highly personalized relationship and dedicated support for our valued clients.”
In the Community:
J. Reed Finney and his wife are the parents of five children. He has coached his children’s lacrosse, basketball and soccer teams for the past 15 years. He and his family have been very active at Seton Hall Preparatory School, where in 2017 they donated the new tennis court facility at the Kelly Athletic Center known as the “Finney Family courts”. Finney is the past president and a current Board member of the Fells Brook Club.