Ecliptic Financial Advisors - Sea Girt, New Jersey

Adresse: Second floor, 2164 NJ-35 Building D, Sea Girt, NJ 08750.
Telefon: 325029700.
Webseite: mycollegeplan.com
Spezialitäten: Finanzplaner.
Andere interessante Daten: Onlinetermine, Service/Leistungen vor Ort, Rollstuhlgerechter Eingang, Rollstuhlgerechter Parkplatz, Rollstuhlgerechtes WC, WC, Termin erforderlich, Terminvereinbarung empfohlen.
Bewertungen: Dieses Unternehmen hat 31 Bewertungen auf Google My Business.
Durchschnittliche Meinung: 5/5.

📌 Ort von Ecliptic Financial Advisors

Ecliptic Financial Advisors Second floor, 2164 NJ-35 Building D, Sea Girt, NJ 08750

⏰ Öffnungszeiten von Ecliptic Financial Advisors

  • Montag: 09:00–16:00
  • Dienstag: 09:00–16:00
  • Mittwoch: 09:00–16:00
  • Donnerstag: 09:00–16:00
  • Freitag: 09:00–16:00
  • Samstag: Geschlossen
  • Sonntag: Geschlossen

Sehr geehrte Leserin, sehr geehrter Leser,

Ecliptic Financial Advisors ist ein renommiertes Finanzplanungsunternehmen mit einer Adresse im zweiten Stockwerk des Gebäudes D, 2164 NJ-35, Sea Girt, NJ 08750. Die Einrichtung ist rollstuhlgerecht und verfügt über einen rollstuhlgerechten Eingang, Parkplatz und WC. Für Ihren Besuch wird ein Termin empfohlen, Sie können diesen bequem über die Website des Unternehmens vereinbaren.

Die Spezialität von Ecliptic Financial Advisors liegt in der Finanzplanung. Das Team besteht aus erfahrenen Finanzexperten, die Ihnen bei der Planung Ihrer Finanzen zur Seite stehen. Die Leistungen des Unternehmens können auch online in Anspruch genommen werden, was besonders in der aktuellen Zeit sehr praktisch ist.

Auf Google My Business hat Ecliptic Financial Advisors 31 Bewertungen erhalten, die durchschnittliche Bewertung liegt bei 5 von 5 Sternen. Diese hervorragenden Bewertungen sprechen für die Qualität der Arbeit und die Zufriedenheit der Kunden.

Ecliptic Financial Advisors bietet eine Vielzahl von Dienstleistungen an, darunter die Erstellung von Finanzplänen, Anlageberatung, Altersvorsorge, Steuerplanung, Versicherungsberatung und vieles mehr. Das Unternehmen ist bestrebt, seinen Kunden eine individuelle und maßgeschneiderte Beratung zu bieten.

Die Website des Unternehmens, mycollegeplan.com, ist eine wertvolle Informationsquelle für alle, die sich für Finanzplanung interessieren. Hier finden Sie weitere Informationen über die Dienstleistungen von Ecliptic Financial Advisors und können auch online einen Termin vereinbaren.

👍 Bewertungen von Ecliptic Financial Advisors

Ecliptic Financial Advisors - Sea Girt, New Jersey
Jessica O
5/5

I can't say enough about our experience using Ecliptic Financial Advisors. They have helped us every step of the way. Lauren gave us excellent guidance on how to select schools that were the right fit for our daughter. Kevin is exceptional at what he does! He helped us navigate and create the optimal financial college plan for both of our children. He answers every question quickly, he is funny, personable and very easy to talk to. Ecliptic made the daunting college planning process easy and stress-free. We were so impressed with the college planning that we decided to use John to help us with retirement planning. He is extremely knowledgable and has been very helpful. Overall, working with Ecliptic Financial Advisors has been a great experience.

Ecliptic Financial Advisors - Sea Girt, New Jersey
James Cunningham
5/5

I have been working with Kevin Murphy during the college financing and entrance process for my eldest child. Since I am going through this process for the first time, guidance was absolutely necessary. Kevin has proven to be a valuable asset during this journey. Kevin's knowledge and experience have been a tremendous help. I will definitely rely on and employ Kevin's expertise and services for my next two children when it is their turn to go through the college process. I highly recommend Kevin for anyone looking for help through this very confusing and laborious process.

Ecliptic Financial Advisors - Sea Girt, New Jersey
Susan Chin
5/5

I cannot express how happy I got the privilege to work with this team. I first met Lauren Payne and Kevin Murphy when my kids were freshmen in HS. Everyone laughed that I was starting so early but it was the best thing.
Kevin guided our family on the financial side on how to pay for college and beyond. Lauren kept my twins focused and on task for 3 years.
Being a working parent, I needed this service to help navigate all the forms and applications and essays! All through the journey, Kevin and Lauren and the team really became apart of our extended family. Fast forward…both my kids have been accepted to the school of their choice! Living in Florida, they advised it was crazy to go out of state since we have great public universities. Both kids are thriving and we still reach out for advice when needed.
Highly recommend!!!!!! Love them! Susan

Ecliptic Financial Advisors - Sea Girt, New Jersey
Erica Puma
5/5

I learned of Ecliptic when I signed up for a college planning workshop in the beginning of my son’s junior year in high school. Honestly, I had not saved any money for college & was in a panic. However, I did not plan to use a financial planning service, as I thought only the wealthy used financial planners. I hesitantly signed up for the individual session after the workshop & was very fortunate to meet with Kevin Murphy.

With Kevin’s assistance I was able to not only set aside money for college, but for retirement as well. The Ecliptic team also assisted us in college applications and financial aid forms. They made sure everything went in correctly and on time & met with us multiple times throughout the process.

My son was accepted to the college he had his heart set on going to & I am able to pay for it without taking out huge loans. I honestly don’t think this would be the case without Kevin’s help. I am thoroughly grateful to Kevin for his patience, attentiveness & knowledge. I strongly recommend Ecliptic Financial Advisors to everyone, especially working class people who never considered that a financial planning service could help them.

Ecliptic Financial Advisors - Sea Girt, New Jersey
Marie Moore
5/5

We cannot say enough positive and wonderful things about our experience with Ecliptic Financial Advisors, especially Kevin Murphy. Kevin was a pleasure to work with. He was professional, timely and extremely insightful as he helped us navigate the college application process. His attention to detail and advice was remarkable. We are so grateful to Kevin ands team and would highly recommend this company.

Ecliptic Financial Advisors - Sea Girt, New Jersey
Lori Riehl
5/5

My experience with Ecliptic Financial Advisors has been nothing short of incredible. Their services have been reliable, comprehensive, professional, practical and respectful at all times. My financial advisor, Kevin Murphy, developed a thorough plan to guide me in paying for my daughter's college education, and then he helped me realize that plan every step of the way. His strategy embraced the reality of my financial situation, maximizing opportunities for growth while also cutting unnecessary costs. As a result, I am on track to pay for 4 years of OOS college (and possibly beyond) without taking a single loan in my name or my daughter's. The peace of mind that comes with that statement is immeasurable. Thank you, Ecliptic Financial Advisors!!!

Ecliptic Financial Advisors - Sea Girt, New Jersey
Venu C
5/5

Ecliptic College/Financial advisors really exceeded my expectations when they (Kevin, Lauren and Lisa) started helping my son through his application process. They were so helpful and available! Our experience with Ecliptic was really incredible! They provide great service for the undergrad admission process, financial aid, and essays improvement because of all their help! I really recommend them!!! Worth every single penny!!!

Ecliptic Financial Advisors - Sea Girt, New Jersey
Diane
5/5

The staff at Ecliptic are courteous and helpful. I started using them after my daughter committed to a university. They took over filing FAFSA's every year after the first one. I wish I would have hired them while she was searching for colleges to learn of more scholarships or grants. My daughter needed to add on a fifth year, here scholarships ended after the fourth year. Ecliptic came to the rescue by drafting an appeal letter to the university to get financial aid for the fifth year. The university listened and awarded her grant money and scholarships to help. That would never have happened without Ecliptics assistance. I am forever grateful to Ecliptic for their expertise over the course of my daughter's educational journey!

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