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Common Interests
Robert Goellner, CFP®, ChFC, CLU

160 Durham Ave
Suite 105
Metuchen, NJ 08840
United States

Phone: 732-710-4934
Fax: 732-243-9611
Email: bob@commoninterestsfinancial.com
Website: http://www.commoninterestsfinancial.com/

Common Interests is a boutique Family Wealth Management Practice with a healthy attitude of humility and service. We stand by our Mission Statement: “To enhance the financial wellness of our clients in a socially responsible manner by bringing to bear years of experience, knowledge and integrity.” We have no minimum requirements and are absolutely focused on solving our clients’ financial problems…of all kinds. Special areas of focus include Socially Responsible Investing, Portfolio Design and Management and all of the aspects of Comprehensive Financial Planning for individuals and families. We work with families on a multigenerational basis to help them come together, share their worries and concerns, and seek our counsel in creating solutions that will lead to the financial wellbeing that they looking for. Our compensation comes from fee revenue as well as commissions; whichever approach is determ

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Directory category(s):Investment Consulting Firms, Investment Management Firms, Financial Planners, Advisors, and Brokers

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