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Susan Kolan is a financial advisor with TD Wealth, based in Phillipsburg, NJ, offering a comprehensive range of financial solutions tailored to personal, small business, and commercial clients. Her expertise encompasses investment management, financial planning, trust and estate planning, and private banking services. With a focus on aligning clients' financial goals with effective investment strategies, Susan Kolan strives to provide insightful advice and robust financial management solutions. The firm emphasizes the importance of understanding individual risk tolerance and objectives to ensure optimal investment outcomes. Generated from the website

Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count on and financial solutions that adapt as your objectives change.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy