Westfield Wealth Management is a fee-only financial planning firm that provides comprehensive investment management, financial planning, and retirement plan services to it's clients.
As a Registered Investment Advisory firm, we serve as your fiduciary. This means that we act in your best interests. Our fee-only service aligns our interests with yours.
In the September 2014, Jeffrey Christakos was included in the inaugural New Jersey Society of CPA's list of its members practicing at the highest levels within a specific discipline. He was one of only six CPA's honored in the area of financial planning.