In late 2005, Jack Costello and Frank Sweetin joined forces and created Chadwick Financial Group (CFG). Together they formed the principles that are still followed today, including keeping the client first.
They opened their first office in Florham Park, NJ is 2007, and then opened a second office in Manasquan, NJ in 2014.
Using the latest technology, we are always easily accessible to our clients. We place the utmost value on our clients’ goals and objectives, build solid relationships based on trust and quality service. We believe in a “hands on” approach to planning, whether it be for education, vacation homes, retirement or any other client goal. Chadwick Financial Group provides sound guidance, expertise, and customer care that is required in every phase of the clients’ plan to be successful.
Over the past 14 years, people have come to trust Chadwick Financial Group. We offer honest appraisals to our customers, reviewing their financial situations and creating realistic plans to achieve their goals. We clearly explain and discuss goals and investments, so clients understand where their investments are, and how their goals will be achieved. Chadwick Financial Group understands that we are the advisor, and not the owner of the account. We advise our customers on their portfolios, and inform them of any necessary changes.