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Steven A. Rothman, CFP®

UBS

331 Newman Springs Rd
Bldg 1 3rd Flr
Red Bank, NJ 07701
Phone: (732) 219-7228

Toll-free: (800) 221-0705

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Banking
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Stocks & Bonds

 

How Planner Charges
N/A

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