Prestige Planning, LLC is an independent financial services firm based in Denville, New Jersey. The company focuses on providing personalized, team-based financial planning and investment management services. Their mission is to help clients navigate complex financial decisions by offering tailored strategies in areas such as retirement planning, investment management, insurance, and overall wealth management. They are affiliated with LPL Financial, a registered investment advisor and broker-dealer, which provides them with back-office support, technology, and compliance services while allowing them to maintain their independence.

Founded in

United States