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AD-2DN-D6N yext-b868194eec71cbdf13de81bc946111abfd7a8858fb37204cab011e7dbd893ce38 7adc3884ef6d8140c9e24aec875fe95

Lucas Neumann & Associates Inc

  • 63 Jefferson Ave

    Westwood, NJ, 07675

  • (201) 263-1041
  • Call Today!

Business Description
As an integrated tax and financial services firm, we help you understand the tax implications of your investment choices and ensure you are making the right decisions to help you achieve your financial goals.
We focus on the three Cornerstones and tailor our guidance to you and your family's unique financial needs.
Accumulation & Wealth Management: focusing on growth and preservation of your investments, with a secondary focus on transferring your wealth efficiently and effectively.
Guaranteed Retirement Income: ensuring that you have enough money during your retirement years with sustainable income streams in place, even when markets go down.
Lifestyle Preservation: protecting your financial assets and your family's well-being through the use of estate planning and insurance.
Our approach begins with listening to your goals, your dreams and your challenges. We take the time to truly understand your perspective and give you the comfort of knowing you're working with people you can trust.
Most importantly, we are satisfied only when you are.
Hours of Operation
Mon 9:00 AM to 5:00 PM
Tue 9:00 AM to 5:00 PM
Wed 9:00 AM to 5:00 PM
Thu 9:00 AM to 5:00 PM
Fri 9:00 AM to 5:00 PM
Sat Closed
Sun Closed
Payments Accepted
Diners Club
Additional URLs
Emails
Yext PowerListings
Photos
Map Location: 63 Jefferson Ave, Westwood, NJ 07675
  • Posted on: 06/10/2014, 1:14 PM
  • Classified ad views: 0
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