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      Lassus Wherley

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      Financial Planners, Investment Advisory Service, Investment Management

      1 Academy St, New Providence, NJ 07974

      908-464-0102

      Amenities:
      Wheelchair accessible
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      DETAILS
      General Info
      Lassus Wherley was founded in 1985 by Diahann W. Lassus, CFP®, CPA/PFS and Clare E. Wherley, CPA, CFP®. We have two offices to serve our clients, one in New Providence, NJ, and the other in Bonita Springs, FL. Lassus Wherley is a Fee-Only wealth management firm with expertise in financial planning, investment management, tax preparation, trust services, and family office support. We work with individuals, couples, families, pension and profit sharing plans, trusts, estates, and charitable organizations.. Using a team approach that we have developed over more than 30 years, we have helped hundreds of clients build secure financial futures and achieve peace of mind. Lassus Wherley is a nationally certified Women’s Business Enterprise by the Women’s Business Enterprise National Council (WBENC) and a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.
      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Financial Planners, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation
      Payment Options
      Other Link

      http://www.lassuswherley.com

      Other Information

      Certifications: Certified Public Accountants

      Parking: Self, Free

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