Eugene G. Francis,  CFP<sup>&reg;</sup> - Financial Advisor

Eugene G. Francis, CFP®

CLU, CASL, MBA

Vice President - Financial and Estate Planning

Bridgewater Financial

9 Regency Ct
Monroe Township, NJ 08831-2547
(908) 883-1596

General

Eugene Francis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bridgewater Financial in Monroe Township, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Advisor for Senior Living

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement

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