portrait of Jim Kelleher
FINANCIAL ADVISOR

Jim Kelleher

CFP®
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Special Needs Financial Considerations
  • Estate & Legacy Strategies
  • Insurance & Annuities

Certifications

  • CFP®

    Certified Financial Planner™

Personal Interests

  • Active Lifestyle
  • Jogging
  • Reading
  • Spending Time with Family
  • Triathlons

Team Members

  • Sherry Wurst
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 06:00PM
Tue 08:30AM - 06:00PM
Wed 08:30AM - 08:00PM
Thu 08:30AM - 06:00PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(856) 845-8314

Fax

(855) 708-8001

Office Address

1006 Mantua Pike Suite 4
Woodbury Heights, NJ 08097opens in a new window

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