Find the Certified Financial Planner™
Who's right for you.

Clare E. Wherley, CPA, CFP®

Lassus Wherley & Associates, Pc.

1 Academy St
New Providence, NJ 07974-1842
Phone: (908) 464-0102
Fax: (908) 464-9852

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Retirement
  • Long-term Care

 

How Planner Charges

Considerations: We do have minimum fees for services provided.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.