Investment Management and Financial Planning

Our Firm

Welcome to Halberstadt Financial Consultants, Inc., (HFC) an independent investment advisory and financial planning firm registered with the Securities and Exchange Commission (SEC). As fee-only financial advisors, we do not sell financial products or accept commissions. You will receive objective advice and full disclosure without any conflicts of interest or hidden fees.

Some of the many services we provide include:

  • Investment management and consulting
  • Financial planning
  • Tax and preparation
  • Retirement planning
  • Estate planning and other forms of financial advice

Our firm was established in 1969 and has been located in Princeton, New Jersey, since 1986. You can find our address and contact information here. We look forward to learning more about you and discussing how we can meet your financial needs.

Contact Us

The Challenge

Retirement-minded Americans, particularly those over 50, want options to deal with market volatility and to stem their worries about cash flow during retirement. They want to know, “Will the money be there when I need it?”

Call Us Today

We offer a no-cost, no-obligation “Get Acquainted” meeting. See our Frequently Asked Questions for more, and give us a call if you have any questions or would like to visit. You an reach us at 609-921-0180 by clicking here.

We Put Your Interests First

HFC is a proud member of the National Association of Personal Financial Advisors (NAPFA), the leading professional association in the US dedicated to the advancement of fee-only financial planning. NAPFA provides financial planners like us with some of the strictest guidelines possible for professional competency, and fee-only comprehensive financial planning compensation.

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