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Financial consulting in Toms River, NJ

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Black Bird Financial

BlackBird Financial LP is a value-driven investment partnership modeled on the Buffett Partnerships of the 1950's. The fund was founded in 2014 by Judah Spinner, CFA, and is headquartered today in Toms River, New Jersey. Since inception, the fund has delivered returns far in excess of the S&P 500 and other competing opportunities. BlackBird is primarily focused on identifying mis-priced equites. The firm has investments in Tidewater, Dollar General, Constellation Brands, Caesars Entertainment, lululemon athletica, Alibaba, PayPal and Fiserv.

C-FLOW FINANCIAL

We are a premium, forward-thinking fractional CFO firm dedicated to guiding your business toward lasting success. Our services include expert financial reviews, cash flow forecasting, budgeting, projections, and tailored goal setting, all customized to align with your unique business needs.

Creative Financial Management

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(732) 503-4791
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At Private Wealth Strategies Group, we are committed to helping our clients define what freedom means to them and then helping each and every person realize his or her goals, dreams, and financial future. Our leading financial professionals bring a wealth of experience to the planning needs of wealth management clients, educators, and municipal employees. See how we can help you plan, prosper, and find your freedom!

Edward Jones - Financial Advisor: John F Ertle

During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

By being an independent fee-based financial planner in Toms River, there are no proprietary conflicts between various commission-based products and what is best for the client. Advisory fees are based on the percent of assets under management. This means that, as your assets grow, the management fee grows proportionally and that, if the portfolio loses value, the fee shrinks proportionally. We want to be in this together with you for the long-term; we are not traders, we are long-term investors. We believe that this type of arrangement results in a win-win situation for us both.

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