For over 45 years, Houghton Financial has served as a trusted consultant providing outstanding service and support in employee benefits, wealth management, life insurance, and estate and business planning. Driven by in-depth knowledge of financial products, a commitment to quality service, and robust systems, Houghton Financial Partners has a unique ability to create successful strategies for families and their businesses.
We strive to be an asset to our clients by earning their trust and respect with our top-quality service. Houghton Financial Partners serves corporate, family, and individual clients in multiple cities and states from the East Coast of New Jersey to the West Coast of California. Our focus is to be a beacon of light in a sea of complicated and confusing options.
We pride ourselves on providing superior service to our clients by being accessible, supportive, and always willing to review and reevaluate our approach to help ensure that it aligns with our clients’ specific needs. Honesty and acting in the best interest of our clients are of the utmost importance to our team. We carefully listen to our clients’ needs and objectives and provide our best ideas, strategies, and paths forward – not just pushing products for the sake of making a sale.
At Houghton Financial Partners, we are committed to building long-term business relationships and navigating uncertain political and economic waters with our clients. Our goal is to provide clients with certainty – certainty that they made the right choice working with us; the certainty that they are compliant with laws and regulations, and certainty that their wealth is preserved, planned for, and positioned correctly to safeguard them and their families.
Director of Operations