Reed Finney summarizes his client philosophy. “I believe in thoroughly understanding our client’s goals and objectives and then meeting and exceeding expectations of service. Our team approach allows us to provide a highly personalized relationship and dedicated support for our valued clients.”
Reed is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®) with over 30 years of experience who has appeared in such media as Worth magazine and CNBC online. He received a Bachelor of Science in Finance from Lehigh University.
Reed is a proud supporter of Providence College and Seton Hall Prep. His family has contributed to the Providence College scholarship endowment and in 2017 donated a new tennis court facility – known as the “Finney family courts” to Seton Hall Prep. Finney is also the past president and a current board member of the Fells Brook Club.
Reed and his wife are the parents of five children. He has coached his children’s lacrosse, basketball and soccer teams for the past 15 years. In his free time, Reed is an avid reader, tennis and paddle tennis enthusiast and enjoys hiking with his dog.
- 2019 Forbes Best in State Wealth Advisor*