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Accounting Firm

Halberstadt Financial Consultants, Inc.

Independent investment advisory and financial planning firm in Princeton, New Jersey

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About Halberstadt Financial Consultants, Inc.

Halberstadt Financial Consultants, Inc. gives independent investment and financial planning advice, and is registered with the US Securities and Exchange Commission. It describes itself as a fee-only adviser, so it neither sells financial products nor takes commissions.

Products and services

  • Investment management: advice on and oversight of client portfolios.
  • Financial planning: overall planning around a client's goals and risk tolerance.
  • Tax planning: planning aimed at managing tax exposure.
  • Estate planning: arranging how assets pass on.
  • Retirement planning: preparing income and savings for later life.

Key facts

  • Based in: Princeton, New Jersey, since 1986
  • Founded: 1969
  • Membership: National Association of Personal Financial Advisors
  • Regulation: registered with the Securities and Exchange Commission

Profile written by TrustList from the business's own published information, Sep 2026.

Categories & features

Rankings

As of 2026-10-11. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Founded
1969 (57 years) evidence sent

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