Jockey Hollow Financial Services, LLC

Jockey Hollow Financial Services, LLC My goal is to empower you to make financial decisions that are in the best interest of you, your fam

Personal Financial Services:

* Financial Planning
* Portfolio Analysis and Asset Allocation Recommendations
* Insurance Needs Analysis
* Education Funding
* Retirement Planning
* Estate Analysis and Conservation

Investments:

* Stocks
* Bonds
* Mutual Funds
* Annuities
* Individual Retirement Arrangements (IRAs)
* College Savings Plans
* Brokerage Services

Insurance:

* Disability Income Insura

nce
* Life Insurance
* Long-Term-Care Insurance
* Property and Casualty Insurance (Auto, Home, Commercial)

Corporate Financial Services:

* Pension, Profit Sharing and Retirement Plans
* Group Health, Life, Long Term Care and Disability Income Insurance
* Deferred Compensation
* Key Man Insurance
* Buy-Sell Funding

Strategies for navigating volatility: Staying disciplined and focused on long-term goals during periods of rising geopol...
03/02/2026

Strategies for navigating volatility: Staying disciplined and focused on long-term goals during periods of rising geopolitical tensions.

02/21/2026

We are truly grateful for this Heartworks Fundraiser XO. Maggie Doyne grew up in Mendham and she and Megan are great friends. Her story is that of a heart cracked open by love. Join us! This film about Maggie’s journey is a remarkable one. For tickets, click the link below.

https://wl.donorperfect.net/weblink/weblink.aspx?name=E352613&id=29

The Dow hits 50,000! What does that mean for you? Explore the implications and how strategic planning can navigate this ...
02/09/2026

The Dow hits 50,000! What does that mean for you? Explore the implications and how strategic planning can navigate this milestone for long-term financial success.

Explore the implications of the Dow Jones reaching 50,000 and how strategic planning can navigate this milestone for long-term financial success.

04/04/2025

We're excited to announce the official launch of BlueBurbia.com — a new platform to help people move to, live in, and enjoy the suburbs around New York City.

With BlueBurbia (https://www.blueburbia.com), you can:

Explore towns in NY, NJ, and CT that fit your needs and lifestyle.

Navigate your move and settle into the best that suburban life has to offer.

Stay connected to NYC's culture, entertainment, and more.

We hope you will join and explore BlueBurbia! There's much more to come!

Please join us for a fascinating overview of the applications for Artificial intelligence and investment opportunities a...
02/26/2025

Please join us for a fascinating overview of the applications for Artificial intelligence and investment opportunities and risks in this rapidly evolving technology. Please message me if you'd like to participate.

Check out the IRS retirement savings limits and eligibility requirements for 2025, and please call me anytime with your ...
11/04/2024

Check out the IRS retirement savings limits and eligibility requirements for 2025, and please call me anytime with your questions about retirement planning, investing, financial planning or insurance.

IRS inflation adjustments typically mean higher contribution limits for the new year.

The cost of healthcare in retirement is one of the greatest challenges retirees face.  This presentation will be helpful...
09/18/2024

The cost of healthcare in retirement is one of the greatest challenges retirees face. This presentation will be helpful and easy to understand for retirees, those of us planning our retirement or those of us who have loved ones in – or on the verge of – retirement, such as our parents. Please RSVP and I will send you the link to participate in our conversation.

PLEASE take a minute to read this important article about credit protection, and call me anytime with questions about fi...
08/30/2024

PLEASE take a minute to read this important article about credit protection, and call me anytime with questions about financial planning, investing and insurance.

After yet another massive online data breach, I don’t know if anyone has stolen my Social Security number yet — but I figure it’s only a matter of time.

Please message me directly if you would like to join us this Thursday at 4:00 PM (EST).  Have a great week!
01/22/2024

Please message me directly if you would like to join us this Thursday at 4:00 PM (EST). Have a great week!

Greed? Malpractice? I’ve been cautioning consumers for years about Ken Fisher. Please call me anytime with questions abo...
01/18/2024

Greed? Malpractice? I’ve been cautioning consumers for years about Ken Fisher. Please call me anytime with questions about investing, annuities and retirement planning.

Fisher famously hates annuities, but there are times when they are clearly in clients' best interest.

Address

38 Chestnut Street, # 2
Morristown, NJ
07960

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19732061461

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