Tell us a little about you and what you are hoping to plan for, and we will reach out to set up a time to talk.
There is no cost or obligation to start the conversation. Prefer to talk now? Give us a call.
100 Century Parkway, Suite 120
Mount Laurel, NJ 08054
To reach Maisch Financial Group, call 856.203.6911, email info@maischfinancial.com, or send a message through the form on this page. Our office is at 100 Century Parkway, Suite 120 in Mount Laurel, New Jersey, and we work with pre-retirees and retirees across Burlington, Camden, Gloucester, and Salem counties. The first conversation is at no cost and carries no obligation.
Reaching out to a financial firm can feel like a bigger commitment than it is. Here is exactly what follows, so there are no surprises.
01
Call, email, or send the form. Tell us roughly where you are: still working, close to retiring, or already retired, and what is prompting the question.
02
We follow up to find a time, in our Mount Laurel office or by phone or video. We will ask what you would like to cover so the time is spent on what matters to you.
03
The first meeting is about understanding your situation and explaining how our planning process works. There is no cost, and no expectation that you decide anything that day.
Nothing is required for an introductory conversation. If you would rather move quickly, having a few things on hand lets us get past the fact-gathering and into the questions you actually care about.
Our office sits at 100 Century Parkway, Suite 120 in Mount Laurel, at the crossroads of Burlington, Camden, and Gloucester counties, so it is a manageable drive from most of South Jersey. If getting here is inconvenient, we meet by phone and video as well. You can see the full list of communities we work with on our Cities Served page.
If you would rather learn before you talk to anyone, we host educational retirement workshops at local venues across South Jersey. They are free, there is no obligation, and many of the households we work with started there.
You can call 856.203.6911, email info@maischfinancial.com, or send a message through the form on this page. We will follow up to find a time that works and confirm whether you would prefer to meet in our Mount Laurel office or by phone or video.
No. The first conversation is an introductory meeting at no cost and with no obligation. It is a chance to describe your situation, hear how our planning process works, and decide whether it makes sense to keep talking.
Either. We meet clients in our Mount Laurel office and also by phone or video, so you can plan with us from wherever is most comfortable. Many households mix the two, meeting in person once or twice a year and handling shorter check-ins remotely.
Nothing is required for an introductory conversation. If you want to move faster, it helps to have recent statements for retirement and investment accounts, your most recent tax return, your Social Security estimate, and any pension or annuity paperwork. Your questions and concerns matter as much as the documents.
Our office is at 100 Century Parkway, Suite 120, in Mount Laurel, New Jersey, at the crossroads of Burlington, Camden, and Gloucester counties. We work with pre-retirees and retirees across South Jersey, including Salem County, and we welcome clients throughout the region.
Yes. We host educational retirement workshops at local venues across South Jersey, including Rowan College at Burlington County in Mount Laurel and the RiverWinds Community Center in West Deptford. There is no cost and no obligation to become a client. Current sessions are listed on our events page.
Information submitted through this page is used only to respond to your inquiry. Sending a message or attending an introductory meeting does not create an advisory relationship and is not investment, tax, or legal advice.
About how we are structured. Investment advisory services are offered through Maisch Financial Partners, LLC, a New Jersey state registered investment adviser. Insurance services are offered through Maisch Financial Group, LLC. Our advisors and insurance representatives may offer clients advice and products from each entity, and insurance representatives may receive commissions on insurance products. This is a conflict of interest that is disclosed in our Form ADV. No client is under any obligation to purchase any insurance product.
The five planning areas we coordinate, and the four steps we work through.
Learn more →Plain-language articles on retirement income, taxes, and choosing an advisor.
Learn more →The people you will work with, and how the firm is structured.
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