George Kiraly, CFP®
Short Hills, New Jersey, 07078
Member Since 2007
We are highly dedicated professionals who are 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
- 19
Certifications and Designations
- CFP®
Association Memberships
- CFP
- NAPFA
- Financial Planning Association
Methods of Compensation
- Financial Planning: Hourly fee, Fixed fee
- Investment Services: Asset-based fee
Primary Custodian(s)
- Fidelity/National Financial Srvs
Types of Financial Reports
- Custodial Report
- Other
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- Registered Investment Advisor
- CRD/IARD Number: 127591
- Insurance Licenses: Life, Health
Company Names
- Registered Investment Advisor: LodeStar Advisory Group, LLC
- Broker/Dealer: None
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
George Kiraly
on Twitter
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Moody's Downgrades Credit of 26 Italian Banks http://t.co/VPBCPPRI via @USATODAY
Greek and Spanish Fears Hit Markets
http://t.co/TQXzX5Qg
Gold Hits 2012 Low as Gold Miners Show Signs of Reversal http://t.co/umBoRVPR
German Patience With Greece on the Euro Wears Thin http://t.co/7NceydJN