Network·Family Office
📍 PRINCETON, NJ
SEC CRD #801-57297
Halberstadt Financial Consultants, Inc. is an independent, fee-only investment advisory and financial planning firm registered with the SEC that provides objective wealth management, financial planning, tax planning, estate planning, and retirement planning services without commissions or conflicts of interest.
DAVID WALTER
PRESIDENT AND CHIEF COMPLIANCE OFFICER
📞 (609) 921-0180
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AUM
$185M
Check Size
$8.3B–$8.3B
Location
PRINCETON, NJ
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