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Welcome to Targeted Financial Services

Targeted Financial Services is an independent, full-service financial and insurance firm whose advisors specialize in recognizing and fulfilling the investment and estate needs of high-net worth individuals. Our mission is to build long-term relationships with our clients through trust, honesty and professional integrity.

Since the organization's inception in 1999, Targeted Financial Services' goal has been to identify our clients financial and estate goals, formulate comprehensive strategies and provide the appropriate investment and insurance vehicles available to fulfill those needs. The partners professional experiences, enable them to provide extensive knowledge and expertise in the investment, insurance and estate planning fields.

As investment advisors, the partners of Targeted Financial Services offer a rare blend of knowledge, economic analysis and old-fashioned common sense to achieve our clients objectives.

 

Important Consumer Disclosure

Securities offered through Triad Advisors, Inc. (“Triad”), an SEC registered broker-dealer and member FINRA/SIPC.  Investment advisory services offered through Targeted Financial Services, LLC (“TFS”), an independent registered investment adviser, which maintains a principal office in the State of New Jersey.  Triad and TFS are separate entities and are not affiliated.

This website is limited to the dissemination of general information pertaining to the investment advisory services offered by TFS to U.S. residents of those states where providing such information is not prohibited by applicable law.  Accordingly, no statement contained herein is to be construed as a solicitation to effect transactions in securities or the provision of personalized investment, tax or legal advice.  TFS may only transact business in those states in which it is registered/notice filed or qualifies for a corresponding exemption from such requirements.  Any subsequent, direct communication with TFS will be initiated by a representative of the Firm whom is either registered or exempt from registration in the state where a prospect or client resides.  Additional information about TFS, including a description of its registration status and business operations, is contained in the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the website of the U.S. Securities and Exchange Commission (SEC) at www.adviserinfo.sec.gov.

ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND COMES WITHOUT ANY WARRANTIES, EXPRESS OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINES,S OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD PARTY SOURCE LINKED TO THIS WEBSITE.
© 2012 Targeted Financial Services | 900 Route 9 North, 6th Floor, Woodbridge, NJ 07095 | All rights reserved
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Securities offered through Triad Advisors, Inc. Member FINRA/SIPC. Advisory Services offered through Targeted Financial Services, LLC. Triad Advisors and Targeted Financial Services are not affiliated entities