Directory of Professional Retirement Planners
National Coverage
Local Professionals
Verona, NJ 07044
201-655-6572
About Align Financial Solutions LLC
At Align Financial Solutions, we are dedicated to empowering women and their families through comprehensive financial guidance and education. Led by a Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®), our firm specializes in helping women gain control over their finances and achieve true financial independence.
We understand that women face unique financial challenges and opportunities throughout their lives. That's why we offer personalized financial planning services tailored specifically to meet the individual needs and goals. Our mission is to equip our clients with the knowledge and tools they need to make informed decisions about their money and secure their financial future.
At Align Financial Solutions, we believe that education is the key to empowerment. We are committed to providing our clients with the necessary financial education and guidance to help them navigate various aspects of their financial lives. From investment strategies and retirement planning to tax planning, and navigating major life transitions such as divorce, we address a wide range of financial topics that are crucial for our client's financial well-being.
See Disclosures
General Information
Firm Start Year
Services
Compliance
Qualifications & Membership
Compensation and Fees
Education
Bachelor of Arts -
University at Buffalo
08/23/2010 -02/15/2013
Disclosures
RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
Disclaimer
Securities and advisory services offered through LPL Financial, a registered investment advisor.
Member FINRA/SIPC The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.