Portnoff Financial LLC is an Independent Fee-for-Service Registered Investment Advisor offering Comprehensive Financial Planning and Investment Management services to individuals and families nationwide who value independent and professional financial advice.
Jeremy E. Portnoff, MSFS, CFP®founded Portnoff Financial LLC in 2005 to provide personalized Financial Life Management services with flexibility and objectivity based on the principles of fiduciary responsibility which means your interests always come first.
As an Independent Financial Advisor, Jeremy has the flexibility to recommend what is best for you. You will benefit from the capability of large firm resources without sacrificing the personalized service of working with an individual advisor who understands your personal financial plan. Working with Portnoff Financial LLC you will be able to:
Create, manage, and retain more wealth for you and your family so you can achieve your financial hopes and dreams;
Thoroughly understand your unique values, goals, and financial situation;
Create more time in your life to do the activities that are most important to you;
Have comfort and peace of mind by knowing you are on track financially, and;
Improve your quality of life by making confident financial decisions.
Portnoff Financial LLC has office locations in Woodbridge New Jersey and Tustin California as well as working with clients in several other states* remotely via virtual eMeetings.
Portnoff Financial, LLC may only transact business in those states in which it is registered as an investment advisor, or qualifies for an exemption from the state registration requirements under di minimus rules. PF is currently registered in New Jersey, New York, and California. In the event that a client is from a state that PF is not registered in, PF will confirm the exemption or seek registration in that state.