Limestone Financial Group
Newark, United States (US) · Finance and Banking
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Limestone Financial Group is a Finance and Banking company based in Newark, United States (US), founded in 2014, with 2-10 employees. Limestone Financial Group's profile is verified on Enterprise League.
Overview
Limestone Financial Group is a New Jersey-based private wealth management firm dedicated to providing comprehensive investment portfolio management and strategic wealth planning services.
We specialize in supporting and educating clients near your location, helping them navigate the complexities of financial planning and achieve their long-term goals.
Limestone Financial Group distinguishes itself by focusing on the unique challenges faced by dual-income households with children and aging parents, offering a collaborative approach to financial planning that integrates relevant elements of the client’s personal and financial circumstances. We are committed to upholding our fiduciary duty to our clients, adhering to the CFP Board’s Code of Ethics and Standards of Conduct.
Founded with ancient traditions and Hermetic principles in mind, Limestone Financial Group prioritizes financial wellness—a state of good health that requires ongoing maintenance—and aligns financial and personal growth needs to help clients lead fulfilling lives.
We specialize in supporting and educating clients near your location, helping them navigate the complexities of financial planning and achieve their long-term goals.
Limestone Financial Group distinguishes itself by focusing on the unique challenges faced by dual-income households with children and aging parents, offering a collaborative approach to financial planning that integrates relevant elements of the client’s personal and financial circumstances. We are committed to upholding our fiduciary duty to our clients, adhering to the CFP Board’s Code of Ethics and Standards of Conduct.
Founded with ancient traditions and Hermetic principles in mind, Limestone Financial Group prioritizes financial wellness—a state of good health that requires ongoing maintenance—and aligns financial and personal growth needs to help clients lead fulfilling lives.
Contact Details
+1201-788-4977
info@limestonefinancialgroup.com
Newark, United States (US), 59 Lincoln Park
Founded
2014
Company Type
Sole Proprietorship
Employees
2-10
Categories
Services
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