Targeted Financial Services

Targeted Financial Services is a financial planner in Tinton Falls, New Jersey, serving individuals and families with personalized retirement planning, investment strategy, and long-term financial goal setting. The firm specializes in helping clients understand how savings grow over time through tools like its retirement savings calculator, which models future outcomes based on current contributions, savings levels, and projected returns. With a focus on clarity and long-term results, the firm serves clients across Monmouth County and beyond, offering independent financial advice that is not tied to any single product or provider. Rated 5.00, the business is recognized for its client-centered approach and consistent service.

The firm emphasizes a structured planning process rooted in clear communication and independence. Advisors at Targeted Financial Services maintain regular contact with clients through meetings, conference calls, digital access to accounts, and timely email updates on financial and tax developments. All interactions are securely documented in a centralized system, ensuring continuity even if a primary advisor is unavailable. As a registered investment advisor, the firm operates independently, selecting financial products and insurance solutions from a broad range of providers to best meet each client’s unique needs. The team includes experienced professionals such as Alan Rubin, Jake Rubin, James Payne, Jill Gibb, and Helen Barvels, each committed to combining financial expertise with practical, common-sense guidance.

Located on NJ-66 Building A, second floor, the firm sits approximately a mile from the Garden State Parkway and within a short distance of Asbury Avenue, a major road and highway. Nearby, Green Grove Elementary School and Montessori Academy of New Jersey School are about 0.4 to 0.6 miles away, while the Berkley Estates neighborhood lies just over a mile to the west.

Targeted Financial Services stands out for its well-documented online presence and a website optimized for clarity and accessibility. Clients benefit from transparent, easy-to-navigate resources and a strong reputation built on consistent communication and independent advice. The firm is known for its reliability, client-focused strategy, and deep engagement with financial planning as a long-term journey.

In Tinton Falls, the firm is a trusted partner for those seeking thoughtful, personalized financial guidance with a focus on sustainable outcomes.