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Are You Eligible for a Tax Break from Superstorm Sandy?

As most of us in the tri state area returning to “normalcy” two weeks after Hurricane Sandy wreaked havoc throughout the east coast, many of you may now be contemplating the personal financial impact of the storm.  The information below from MoneyMattersNJ.com should help to answer some of your basic questions.  We of course encourage […]

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7 Things Clients Are Looking For

At Lighthouse Financial Advisors, Inc. we feel that this is directly in line with our values and business model. Each of these 7 items are always on our minds! Our continued growth due to client referrals is much appreciated and leads us to believe that we are doing a good job recognizing what YOU, our […]

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Barbara

Barbara started working with us 3 years ago. She initially came to Lighthouse Financial Advisors, Inc. to have her tax returns prepared professionally. It was the first year in which she started to earn a significant income. During that year she had relocated to change jobs; the new job was the result of using a […]

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Don and Michele

Don & Michele have been clients of Bob Walsh’s for over 15 years.  The couple met in 1995 while both living in Hoboken, NJ and working in NYC,  and married in 1999. Don has worked for Bloomberg, LP since he graduated UVM in 1993.  He began his career as a sales representative for the company’s […]

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Client S

The turn of the century marked the beginning of my relationship with Robert Walsh and Lighthouse Financial Advisors. For over 12 years Robert has not only been my financial advisor, but also provided guidance with his life planning and coaching skills. Robert has helped me through multiple job changes, layoffs, divorce and relocation to a […]

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Contact

Lighthouse Financial Advisors

3 Harding Rd Suite B
Red Bank, NJ 07701

P: 732.747.6697
F: 800.886.0302
info@lfadvisors.com

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Disclosures

Client Relationship Summary – Form CRS
Firm Brochure – Form ADV 2A

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