George Kiraly, CFP®
Short Hills, New Jersey, 07078
Member Since 2007
We are an exceptional team of dedicated professionals who are highly focused on improving the quality of your life. We work with individuals who are interested in aligning their personal values with their pursuit of wealth. People who know that money is a tool, a means to an end, and that life is a journey, not a destination. Our clients are willing to share who they are and build a meaningful relationship with us. Whether you\'re building a career and family, starting your own business or planning for retirement, we\'ll work with you to develop a comprehensive understanding of what you\'d like your future to look like. We\'ll then identify and implement the best possible strategies in designing a plan to help get you there.
My Location
Background Information
Years of Financial Experience
- 18
Certifications and Designations
- CFP®
Association Memberships
- CFP
- Financial Planning Assoc.
Methods of Compensation
- Financial Planning: Hourly fee, Fixed fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Fidelity/National Financial Srvs
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly and upon request
- I review my clients' investment portfolios with them quarterly and upon request
Registration & Licensing
- CRD/IARD Number: 127591
- Securities Registrations: None
- Insurance Licenses: Life, Health
Company Names
- Registered Investment Advisor: LodeStar Advisory Group, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Hourly, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Visit Website - http://www.ldstar.com
