We are pleased to announce Mark Swingle has been designated a NJ Five Star Wealth Manager for 2020. This is his sixth time receiving this award!
WHAT ARE YOUR FINANCIAL GOALS?
We help you map out your road to your financial goals and over time help make your journey pleasant. You can expect to receive professional, compassionate and sound guidance.
Our Philosophy
WORKING TOGETHER FOR YOU
We live in an interconnected world, with a need for a collaborative approach to planning your financial future. We offer proactive solutions for your retirement planning needs.
Why Us
INVESTING FOR WOMEN
No matter if you are a single mother, recently divorced or widowed or an independent professional or a retired professional you owe it to yourself to prepare for your financial future.
Financial Planning for Women
IT’S NEVER TOO EARLY OR TOO LATE
The professionals at Westfield Financial Planning strive to ensure that you are taking advantage of every opportunity to reduce current costs and save for the future. We help you do your thinking and work for you by offering proactive solutions for your retirement planning needs.
Our Mission
Legacy Planning
You shouldn’t put off protecting everything you’ve worked hard to attain. Legacy planning is more than wills and trusts.
Learn MoreBy failing to prepare, you are preparing to fail ~ Benjamin Franklin
OUR PROMISE TO YOU
ORGANIZATION – ACCOUNTABILITY – PARTNERSHIP – PRO ACTIVITY – OBJECTIVITY