Marjorie Rand is a CFP-designated registered investment advisor at Rand Financial Planning, LLC, based in Flemington, NJ, with 7 years of industry experience. Marjorie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
IM Fee
Contact
Marjorie Rand
Location
361 Route 31 Ste 902, Suite 902, Flemington, NJ, 08822
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marjorie owns Marjorie L. Rand, CPA, P.C., providing accounting and tax preparation services. She spends minimal time on this activity during normal working hours.
Employment History
Current Registrations
Rand Financial Planning, LLC
State Registrations1 state
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Exams
Additional Information
We provide tax-focused financial planning and investment advisory services for individuals undergoing a financial transition such as pending retirement, an inheritance or the death of a spouse. Our clients retain us to provide ongoing financial planning and investment advisory services for a flat annual fee.