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Worried about the financial decisions which affect you and your family? We can help plan for your future. We advise executives, professionals, and business owners about college and retirement planning as well as investment management and insurance.
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Cereus Financial Advisors are fiduciaries to our clients. That means we provide advice and planning in your best interests and always disclose conflicts of interest. Working with us is easy with meetings over video conference or in-person once the pandemic ends. We work with clients in any capacity they need to make sure their financial assets are protected and thriving.
CFP® professionals agree to a fiduciary oath to act in your best interest alone. Our advice is independent, unbiased, and confidential.
As members of the Financial Planning Association, we adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those whom we serve.
You will always understand how we are compensated. We charge a fee for financial planning and separately charge an Assets Under Management fee if we manage your assets. The insurance company pays a commission if we sell clients life, disability, or long-term care insurance.
We are not “product pushers.” We find the solution which best fits our clients.
We will work with you remotely over video conferencing if it is inconvenient to meet in person. Use our Web portal to view your finances at any time.
Explore free planning webinars with Cereus’ advisors, David Haas CFP and Michael Dunne CFP
Maximize financial aid by choosing the right college and creating a plan to pay for it.
CEREUS FINANCIAL ADVISORS, LLC
795 Franklin Avenue
Building B, Suite 205
Franklin Lakes, NJ 07417
Phone: (201) 848-6802
Email: info@cereusfinancial.com
Located in Franklin Lakes, New Jersey, Cereus Financial Advisors offers private, professional services for families and individuals seeking financial advice on retirement, higher education, divorce, elder care, disability, investments, unemployment, inheritance, social security, taxes, insurance, and more. We are Certified Financial Planners® and specialists in comprehensive financial planning, education planning, estate planning, insurance advice, investment management, retirement planning, and tax planning.
Fill out this form and you will get periodic educational emails, notifications about upcoming webinars, and our 17 page EBook on student loans and other options to pay for college.
Fill out this form to get started and we will email you a planning agreement and payment information.
If you’re inquiring about a sibling group (i.e. twins), please email us instead.
