CrestPointe Financial Partners, an independent full-service firm, was founded in April of 2009 by Co-Managing Partners John Fitzgerald Acosta & Brian Matthew Fernandez, with a collective 27 years experience in financial services. The foundation of our practice can be found in our Wealth Process, a distinct, client-centric, 5 point process; Comprehensive Financial Planning, Financial Organization, Portfolio Management, Asset Protection, and Client Communication & Education. Through this all-inclusive, fee-based relationship, each of our clients is taken through this process which is designed to help address their specific goals. The cornerstone of this process can be found in our Portfolio Management; a discretionary, fee-based approach in managing client assets to a pre-determined target rate-of-return, thereby helping to manage risk.
CrestPointe Financial Partners is located in Bridgewater, New Jersey. Our location is central and very close to the junction of Interstate 287 and US Highway 22. This offers great flexibility in travel; all points in New Jersey, Pennsylvania and New York, as well as New York City, the outer boroughs and Long Island.
CrestPointe Financial Partners offers securities through Raymond James Financial Services. In addition to comprehensive financial planning and asset management, we offer Life & Health Insurance, P&C Insurance, and Corporate Benefits including retirement solutions and healthcare benefits.
CrestPointe Financial Partners is looking to welcome highly motivated financial advisors, with an existing book of business. We are entrepreneurial by nature and are offering experienced advisors an established infrastructure featuring a flexible platform and attractive compensation. If you are an advisor who is considering leaving your current firm for the flexibility and freedom of the independent channel, but feel uncomfortable with the various responsibilities associated with opening and managing a financial advisory firm, please contact Brian M. Fernandez or John Fitzgerald Acosta at CrestPointe Financial Partners 908-502-5033.
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Please visit our website at www.crestpointefp.com.
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