Common Interests
Financial Services - Metuchen, NJ, US
Common Interests Employees
Robert Goellner
Financial Advisor/Financial Wellness Coach Specializing in SRI/ESG Investing
Common Interests Details
Common Interests, LLC is an independent, boutique Family Wealth Management Practice with a healthy attitude of humility and service. We stand by our Mission Statement: "To enhance the financial wellness of our clients in a socially responsible manner by bringing to bear years of experience, knowledge and integrity." We have no minimum requirements and are absolutely focused on solving our clients' financial problems…of all kinds. Special areas of focus include Socially Responsible Investing, Portfolio Design and Management and all of the aspects ofComprehensive Financial Planning for individuals and families.Our compensation comes from fee revenue as well as commissions; whichever approach is determined to be the most cost effective for each individual client. All costs issues are clearly delineated and openly discussed. We firmly believe in the social responsibility of treating others as we would want to be treated ourselves. The initial consultation is always complementary so that we can get to know one another and make the decision to moveforward.For customer inquiries, please call 732 710-4934, or email info@commoninterestsfinancial.com.Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates Securities offered through Vanderbilt Securities, LLC Member: FINRA, SIPC• Registered with MSRB Advisory Services offered through Vanderbilt Advisory Services, LLC Insurance Services offered through Vanderbilt Insurance and other agencies Clearing Agent: National Financial Services, LLC Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
Common Interests Technologies
Widgets
iTunes
Load Balancers
Apache
Fonts
Google Font API
Other
Mobile Friendly