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

David H. Rehrer, CFP®

Merrill Lynch

530 South Ave
Westfield, NJ 07090-2821
Phone: (908) 789-4335
Fax: (908) 838-4687

Toll-free: (800) 944-1379

Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Buying a Home
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

Considerations: Full Service

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