Wachtel Capital Advisors
Wachtel Capital Advisors, LLC is one of the preeminent independent financial planning firms in New Jersey as a result of its unique approach to servicing the needs of clients from many walks of life. It is our goal to inspire our clients to achieve true wealth through education, communication and service that exceeds expectations. We are one of the most decorated firms in New Jersey having been presented the prestigious Five Star Wealth Manager Award and featured in New Jersey Monthly Magazine three of the past four years.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Investment Management
- Retirement Planning
- Estate Planning
- Insurance
- Education Planning
Sentiment Analysis
Always professional, quick to respond, helpful and informative.
Harold is quick to respond and has steered us well with sound financial management.
Harold speaks to his clients about the market in relatable terms, and sends emails summarizing news and updates with his personal thoughts on the matter.
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