Westfield Wealth Management is a fee-only investment advisory 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 investment advisory service aligns our interests with yours.
Christakos Financial Group was listed as a "Rising Star" on the 2014 and 2013 Accounting Today's Wealth Magnet list. 2014 $70M in assets under advisement. 2013 $59M in assets under advisement.
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.