Stolzer Rothschild Levy is a fee-based independent registered Investment Adviser and retirement plan consultant located in Basking Ridge, NJ. They offer comprehensive financial planning services, including investments, retirement planning, retirement health care planning, life insurance, and workplace services such as consulting and plan management for retirement plans. With a focus on personal service and strategic asset management, their mission is to provide innovative financial assistance to individuals, families, businesses, and non-profits, establishing long-lasting relationships built on integrity and mutual trust.
At Stolzer Rothschild Levy, they believe in real people helping people and prioritize personal communication with their clients. They also utilize technology to meet client expectations, offering software and services for financial planning, risk tolerance management, and health and elder care assessment. As fiduciaries, they are committed to transparency and serving the best interests of their clients, guiding them towards financial well-being and success.
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