Cereus Financial Advisors is operating in a hybrid mode because of COVID-19.
While our office is physically open, but not necessarily every day. We can accommodate either in-person or video meetings.
Video Conference Available: Instead of a face-to-face meeting, we are pleased to offer video conference capability. We have been doing this with most of our clients. Please contact us to set up a meeting.
Please contact us if you have any questions
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 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.