Broker Check

746 Highway 34
Suite 7
Matawan, NJ 07747

Kriegstein Financial Group, LLC.

(732) 583-7400

 

Products & Services

TAX AND ACCOUNTING:

  • Individual and Business Tax preparation
  • Electronic Filing
  • Payroll Services and Reporting
  • Monthly Accounting & Bookkeeping Services
  • Tax Planning and Consulting

INVESTMENTS:

  • Mutual Funds*
  • Asset Allocation Funds*
  • Exchange Traded Funds*
  • Municipal Bonds*
  • College 529 Plans*

INSURANCE:

  • Fixed and Variable Annuities*
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Health Insurance

PLANNING SERVICES:

  • Retirement Planning
    • Rollovers*
    • Traditional & Roth IRA’s*
    • SIMPLE Plans*
    • 401K Plans*
  • Education Planning
  • Estate Planning
  • Wealth Distribution Strategies
  • Tax Reduction Strategies
  • Beneficiary Reviews

*These services are offered by Neil Kriegstein through his affiliation with H.D. Vest Investment ServicesSMand H.D. Vest Advisory ServicesSM.