B&P Financial Services

Morristown, NJ 07960

163 Madison Ave., 2nd Floor

Mon - Fri: 12:00PM to 9:00PM

Excluding Weekends

B&P Financial Services


The Importance of Planning

“A GOAL WITHOUT A PLAN IS JUST A WISH” Antoine de Saint-Exupéry

B&P Financial Services

B&P Financial Services

Stop wishing. Start Planning Today!

B&P Financial Services, is a FEE-ONLY firm that specializes in helping individuals and families make better financial decisions. Life is full of financial decisions, and we use a fiduciary, collaborative, and informative approach, to help you make them better. Making the wrong ones can cost you and your family dearly. You don’t need to be rich to benefit from the help of a financial expert.

We help people just like you. Feel free to email me your concern or click the “Book a Call” button to schedule a free of charge zoom discussion.


Financial planning made simple, realistic and easy to understand


Tax strategy and annual return preparation


Helping make the silver years the best years

Long Term Care

Plan to protect yourself and loved ones in the future

Life Insurance

Providing for those that rely on you


Don’t run out of money in retirement

Clients Words

Hear from some of my clients about how I was able to acheive and fulfill their financial goals.

Jonathan Sanders

HR, Squared Right

Working with James these last two years have been amazing. I am now happier, more stable, and I think my wife and I finally might be able to retire soon.

Tiffany Ischon

Marketing, Thrivient Coach

My husband and I have been saving money and investing these last 2 years to have our first child. We are finally there and ready. Thank you James for making this a success.

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