Lacy Phelps, Financial Advisor located in Frenchtown, NJ

Financial Advisor
Lacy Phelps

MBA, CFP®, CEPA®, CAP®, CRPC™
7 Kingwood Ave East Unit, Frenchtown, NJ 08825opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Sustainable Investing

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • CAP®

    Chartered Advisor in Philanthropy®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Traveling
  • Outdoor Enthusiast
  • Spending Time with Family
  • Social Responsibility
  • Coaching Sports

Team Members

  • Roberta Sheridan
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Phone

(908) 996-1049

Fax

(877) 508-9384

Office Address

7 Kingwood Ave East Unit
Frenchtown, NJ 08825opens in a new window

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