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David Ferguson Jr.

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I offer my clients multi-faceted solutions to meet their growing financial needs.

1520 S Main Street,
Pleasantville, NJ 08232
(609) 377-8705
039378575-074535248

Business DetailsAdd More Info

Hours of Operation 
Mon 09:00 AM-05:00 AM
Tue 09:00 AM-05:00 AM
Wed 09:00 AM-05:00 AM
Thu 09:00 AM-05:00 AM
Fri 09:00 AM-05:00 AM

Certification & Affiliations 
  • Series 6, Insurance Licenses, Investment Advisor Representative License

Customers Served 
Residential, Commercial

Languages Spoken 
  • English
  • Spanish

Additional Information 
Retirement planning, education planning, elder care planning, risk management and so much more. I offer my clients multi-faceted solutions to meet their growing financial needs.
Licensed

Areas Served 
NJ

Ownership 
  • Minority Owned
 
View All

Hours of Operation 
Mon 09:00 AM-05:00 AM
Tue 09:00 AM-05:00 AM
Wed 09:00 AM-05:00 AM
Thu 09:00 AM-05:00 AM
Fri 09:00 AM-05:00 AM

Certification & Affiliations 
  • Series 6, Insurance Licenses, Investment Advisor Representative License

Customers Served 
Residential, Commercial

Languages Spoken 
  • English
  • Spanish

Description 
My goal is to provide accurate tax and financial advice to each client, along with an understanding of the investment strategies you need, in order for you to pursue your financial goals. By...
More
My goal is to provide accurate tax and financial advice to each client, along with an understanding of the investment strategies you need, in order for you to pursue your financial goals. By working with you to implement investment strategies, tax planning, insurance needs analysis, and modern money management programs, you will be able to plan for your retirement, plan for a dream vacation or a new home, fund your children's or granchildren's educational needs, and work towards achieving your personal and business financial objectives.Less

Additional Information 
Retirement planning, education planning, elder care planning, risk management and so much more. I offer my clients multi-faceted solutions to meet their growing financial needs.
Licensed

Areas Served 
NJ

Ownership 
  • Minority Owned

Appears in the Categories

  
  • Mortgages,
  • Insurance,
  • Financial Planning Consultants & Services,
  • Tax Return Preparation,
  • Investment Advisory Services
    •  
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