Targeted Financial Services

Targeted Financial Services is a financial planner in Tinton Falls, NJ, located at 3301 NJ-66 Building A 2nd Floor. It holds a 5.00 rating based on 1 reviews.

The firm operates as a Registered Investment Advisor and provides investment advisory services. The partners aim to combine economic analysis with practical common sense to meet client objectives. As an independent firm, they select investment and insurance programs from various companies rather than working with a specific inventory.

The team includes Alan Rubin, Jake Rubin, James Payne, Jill Gibb, and Helen Barvels. The firm utilizes a communication-based approach that includes regular meetings, conference calls, newsletters, and email updates regarding equity news or changes in the Federal tax code. Clients have access to their investment accounts through a website, and the firm maintains a secure electronic database to track conversations and electronic communications. This centralized system allows any member of the team to assist a client if their primary advisor is unavailable. The team also offers house calls to service client needs.

Located on NJ-66 Building A 2nd Floor in Tinton Falls, the business sits about 0.3 miles from Asbury Avenue and 0.4 miles from Montessori Academy of New Jersey School.

BizScoreAI gives Targeted Financial Services a Discoverability score of 100 out of 100, which ensures AI crawlers can find every page of the website so AI assistants can recommend the firm. The business also earns a Technical score of 92 out of 100, meaning the site is secure and indexable for search engines to read without errors.