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Home > Financial Planner Directory > New Jersey > Whippany > Alan Jay Levine, CFP®,RFC,CRC,CIS,AIF

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Alan Jay Levine, CFP®,RFC,CRC,CIS,AIF

Diversified Financial Consultants, LLC

110 S Jefferson Rd
Ste 301
Whippany, NJ 07981
Phone: (862) 579-3500
Fax: (862) 579-3111

Saved in Saved Planners

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

Specialties

Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Charitable & Planned Giving
Annuities
Asset Allocation
Estate Planning
Investment Management
Limited Partnerships
Employee Benefits
Mutual Funds
Insurance
Retirement
Stocks & Bonds
Succession Planning
Sudden Wealth

How Planner Charges

Combination Fee/Commission

Considerations: Compensation is discussed in detail with the client in advance of doing business. Commissions, fees and a percent of assets under management are all acceptible forms of compensation.

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