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AD-2DN-D6N yext-c20b1100956ec448252a95fbecaf08c7714dc3e2c8c56b4923664b3cad9e6807f 609abc159d930d84019f08d04a62d2b

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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