30 Two Bridges Road, Suite 320

Fairfield

07004

Phone:

973-439-6040

Fax:

973-882-7565

Jeffrey Gaier, JD,CFP®, CLTC®

Jeffrey Gaier is an attorney, CERTIFIED FINANCIAL PLANNER® professional and Family Office Director. Since 1983, Jeff has provided financial services, primarily in the areas of estate conservation and philanthropy for individuals and family offices, while counseling business entities on retirement plan design and executive compensation.

Previously, Jeff served as Trust and Estate Manager/Senior Vice President with Merrill Lynch Trust Company, based at the firm's world headquarters in New York. Prior to joining Merrill Lynch, Jeff practiced in the Wealth Planning Strategies Group for Bankers Trust Private Banking, also in New York.

Earlier in his career, Jeff was trained as a tax attorney with the Personal Financial Services Group at Coopers & Lybrand, LLP (now PricewaterhouseCoopers). Jeff also served as law clerk to the Honorable Joseph C. Small of the Tax Court of New Jersey.

Newsletters

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators