WECHTER FINANCIAL SERVICES INC. is a full-service advisory firm providing holistic wealth management and integrated financial services in the fields of accounting, financial planning, investments and insurance. Since 1985, we have tailored our services to meet the needs of individuals, families, businesses, estates, and trusts. At Wechter Financial Services, we are capable of providing comprehensive wealth management services to our clients in the following areas: Accounting services, such as tax preparation and planning, employee benefits planning, accounting reviews and write-up bookkeeping services, and business consulting and advisory services; Financial planning, including estate and trust planning and administration, retirement planning, cash flow and budgeting, planning for wealth accumulation and college funding; Investments, including discretionary fee-based investment management, investment planning and portfolio design, customized asset allocation modeling, investment policy preparation, investment selection and analysis, and securities brokerage; and Insurance, such as risk management reviews and needs analyses, insurance product selection and comparative analyses, and direct access to the best insurance companies for life, health, disability, long-term care, and fixed annuities. OUR MISSION; At Wechter Financial Services, we are committed to establishing and maintaining long-term relationships with our clients. We want to become a trusted advisor to our clients and to provide insight and helpful advice that will allow our clients to make more informed financial decisions. We believe in the value of relationships. We view every client relationship as a partnership. Our primary mission is to assist our clients to meet their goals through the objective management of their financial resources and through ongoing professional advice and information. Our success is not measured by performance statistics alone, but rather, by our client’s success in achieving their goals: we truly believe that our success is a result of their success. At Wechter Financial Services, our clients work with a team of Certified Financial Planner (CFP) professionals and a Certified Public Accountant (CPA) who combine over 100 years of financial service experience. We are also committed to working with our clients other professional advisors, such as their attorneys, so that their financial affairs are totally coordinated into a completely integrated financial strategy for the present, or a blue print for the future. No matter how large or small the issue, we are committed to providing close, personal attention to our clients. We take pride in assuring our clients that the personal assistance they receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, computer technology, and extensive business relationships is indicative of our commitment to excellence. The firms accountants and financial advisors are expected to become CPA or CFP licensees. Accountants and financial planners are expected to be active participants in the Financial Planning Association (FPA), local Society of Certified Public Accountants, and other professional organizations. In addition, continuing education is mandatory, and we expect that the hours earned will exceed the required minimums. Our financial advisors are expected to maintain basic competence in all areas of comprehensive planning, as well as particular expertise in the specialties of investment, retirement and estate planning. Our clients feel confident that they will receive independent, confidential, objective and professional advice at Wechter Financial Services. In addition, we subscribe to the Codes of Ethics of numerous organizations, including the Certified Financial Planner Board of Standards, National Society of Public Accountants, National Association of Tax Professionals, and the New Jersey Society of Certified Public Accountants. For individuals or business owners who have questions about reducing their income taxes or setting up retirement or benefit plans for their employees, or for those who are preparing to retire, seeking investment direction, planning for college expenses, or the orderly transfer of their assets, we offer an opportunity to discuss their personal financial matters in a private, one-hour session at our offices, at no cost. We invite you to contact us at anytime.

Address: 1719 State Rt 10, Octagon 10 Center - Suite 224, Parsippany, New Jersey 07054-4507
Telephone: 973-605-1448
Fax: 973-605-1449
Website: http://www.wechterfinancial.com/