Joseph Faragi

Tel: (732) 503-9544
555 Lacey Road
2nd Floor
Forked River, NJ 08731
The Faragi Group | Financial Advisor in Forked River ,NJ

About The Faragi Group

We use Global Macroeconomic analysis in an attempt to help our clients reduce the
risk and volatility in their portfolios.

Our Investment Committee looks for World wide socioeconomic change, and helps our
clients benefit from that change.

We also believe that investors should be "paid to wait" and when appropriate we buy
dividend-paying investments that also have growth potential associated with the
socioeconomic trend we have uncovered.

We use cutting edge technologies to ensure up to the minute information from the
financial world. This allows us to respond quickly, and give you the most relevant
information and perspective.

We are a fee-based advisor firm that prides itself on unparalleled service. We are
committed to providing unbiased advice and prudent strategies for investing. Our
services are always tailored to your unique needs. We provide personalized investment
management, not a cookie cutter approach. Our fee based approach allows us to serve
you without compromise. We do not work on a commission basis, nor do we benefit
from recommending any particular course of action.

At The Faragi Group, we treat our clients with courtesy and integrity. We provide
realistic financial advice and we will lead you on a course to financial freedom. Our
years of experience and notable expertise ensure that your financial future is in good
hands.

Our consistent track record of uncompromising ethics instills confidence and trust.

22 Years of Experience



General Information
Firm Start Year:   2012
No.of Employees:   5-9
Name of Broker/Dealer:   Raymond James
Name of Custodial Firm:   Raymond James
States Licensed in:   NJ NY
Number of Years with Current Firm:   2
I work with the following types of clients:   Businesses , Non-Profit Organizations , Individual Investors , Investment Clubs


Services
Investment Types:   Exchange Traded Funds (ETFs) , Mutual Funds , FOREX & Currency , Options & Futures , Bonds , Stocks , Annuities , Insurance , Commodities , Mortgages & Real Estate , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At your office , At your home , At my office


Qualifications & Memberships
Insurance and Annuity Licenses:   Life
Firm Information
Firm's Number of Clients:   57
Firm's Number of Planning Clients:   52
Firm's Number of Managed Clients:   50
Assets Managed by Firm:   15,000,000
Advisor's Number of Clients:   52
Advisor's Number of Managed Clients:   50
Advisor's Number of Planning Clients:   52
Assets Managed by Advisor:   15,000,000


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   250000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   2


Education
BA  Monmouth University
January 2014-December 1992



FAQs

  • Do you have a customer satisfaction or refund policy? Yes, any unearned management fee is refunded to the client upon termination.
  • What are your qualifications? What is your education background? 22 years experience.
  • What is your approach to financial planning? We take a global approach to investing.
  • What services do you offer? We offer Money Management as well as Financial Planning.
  • How many clients do you currently manage? 60
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Joseph Faragi

Joseph Faragi

Communities Served

NY NJ

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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