Roxbury Financial, LLC – Jonathan LeVar, CERTIFIED FINANCIAL PLANNER

Roxbury Financial, LLC - Jonathan LeVar, CERTIFIED FINANCIAL PLANNER is a financial planner in North Arlington, NJ. The firm is a Fee-Based Fiduciary practice headquartered in Mount Arlington, in Morris County, New Jersey, and holds a rating of 5.00 from its clients.

Jonathan LeVar, CERTIFIED FINANCIAL PLANNER, works with Heather LeVar, CERTIFIED FINANCIAL PLANNER, in a fee-based fiduciary capacity. Services include Portfolio Management, Retirement Planning, and Customized Income Strategies. The practice uses an established process to plan for major financial events, whether a client is preparing for retirement, building wealth, or investing for the future.

Their method begins with a detailed conversation about what matters to each client, covering risk tolerance, investment time horizon, and personal goals. From that discussion, the team tailors a custom investment strategy and creates a customized lineup for every client. Their areas of practice also include Event-Driven Investing, which adapts to constantly shifting economic conditions, and Sudden Wealth planning for clients navigating inheritances, lawsuit settlements, or other large financial events. They also evaluate internet and technology investments to identify companies positioned to lead in emerging areas.

The office is located at 200 Valley Rd STE 205. Jonathan LeVar holds the CERTIFIED FINANCIAL PLANNER designation, and the firm offers consultations and can be reached by phone or through their website.