George Kiraly, CFP, MBA

Tel: (973) 218-2440
51 JFK Parkway, First Floor West
Short Hills, NJ 07078
LodeStar Advisory Group, LLC | Financial Advisor in Short Hills ,NJ

About LodeStar Advisory Group, LLC

LodeStar Advisory Group, LLC is an independent, "Fee-Only"
Wealth Management firm committed to helping individuals
and business owners achieve their long-term financial goals,
using a comprehensive, planning-based approach.

We serve as fiduciaries and always put your best interests first.
Our "open platform" allows us access to the entire universe of
investment solutions, objectively, with no biases whatsoever.

Providing "Fee-Only" advisory services is our only business.
When you choose LodeStar, you understand the importance
of the independence that "Fee-Only" planning provides.

"We don't sell anything. We receive no commissions as a result
of the implementation of our planning and/or investment
recommendations. Other companies always seem to have a
product their peddling, which almost always, is not in an
investor's best interests." - George Kiraly Jr., CFP, MBA

20 Years of Experience



General Information
Firm Start Year:   2003
Name of Custodial Firm:   Fidelity Investments
States Licensed in:   NJ
Number of Years with Current Firm:   10
I work with the following types of clients:   Individual Investors


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


Qualifications & Memberships
Insurance and Annuity Licenses:   Life , Health , Annuity
Financial Organization Memberships:   Financial Planning Association (FPA) , National Association of Personal Financial Advisors (NAPFA)


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   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:   $100,000
Compensation Methods:   Based on Assets , Flat Fee , Hourly



FAQs

George Kiraly, CFP, MBA

George Kiraly, CFP, MBA

CERTIFIED FINANCIAL PLANNER™ Certificant, MBA - Finance