Knox Grove Financial, LLC

Knox Grove Financial, LLC We're here for you. We take great pride in helping our clients work through their challenges and achieve their goals. We love what we do.

Certified Financial Planner team located in Pennington, NJ. *Financial Planning and Investment Management*

Securities offered through Cambridge Investment Research, Inc., Member FINRA/SIPC. At Knox Grove, we are committed to delivering financial planning and investment management solutions tailored to your unique needs. When you work with us, you are partnering with a team of CERTIFIED FINANCIAL PLANNERS™. We have the experience and the tools to get you where you want to be. Our advisors will help you plan for your financial “now” and your financial future. We take great pride in impacting the lives of both our clients and our team. We strive for excellence in every part of our business, from client service to portfolio management, and have the highest of standards. But we also believe that our own health and our family life are equally as important. The family-friendly culture of our firm is a source of pride and we have a motto that we live by: “We don’t miss our kids’ stuff!” Because of our culture, we consider our team an extended part of our family. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is a minority owner of The AmeriFlex Group®. Other entities and/or marketing names, products or services referenced here are independent of Cambridge.

Do your kids have the right stuff for college?
10/09/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
10/07/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Something anyone will tell you about their family is that things are always changing. Marriages. Births. Transitions, su...
10/06/2026

Something anyone will tell you about their family is that things are always changing. Marriages. Births. Transitions, such as your children growing up and starting their own lives. And some of those changes are more somber and require some reflection. No matter what’s happening in your family, these changes affect your estate planning. Not only do you need to do it for your family, you need to keep it updated for them, as well.

Our team had another great opportunity to learn and connect at our broker/dealer’s annual Ignite Conference in Florida l...
10/06/2026

Our team had another great opportunity to learn and connect at our broker/dealer’s annual Ignite Conference in Florida last month!

Christina, Jodi, and George attended the conference to stay informed on the latest industry insights, trends, and resources. We’re always looking for opportunities to expand our knowledge and bring new ideas back to our clients.

And, of course, George made time for some fun and participated in the conference 5K! 🏃‍♂️

We’re looking forward to putting what we learned into action and continuing to find new ways to serve our clients and support their financial goals.

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
10/05/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

🗓️ Medicare Open Enrollment Begins October 15 🗓️Whether it’s for yourself, a parent, or someone you care about, Medicare...
10/05/2026

🗓️ Medicare Open Enrollment Begins October 15 🗓️

Whether it’s for yourself, a parent, or someone you care about, Medicare Open Enrollment is the window to review your coverage and explore your options for the upcoming year.

💡 Remember: You can change your Medicare elections every year. If your needs have changed, it’s worth reviewing your current coverage to see if another option may better fit your situation. If you’re unsure where to start, now’s the time to ask questions and get the facts.

🗓️ Deadline: December 7 🗓️

🔍 Don’t wait until the last minute! Medicare decisions can take time to review. Contact our Medicare Specialist, Bill Stolow, sooner rather than later to discuss your coverage and help you understand your options for the year ahead.

📞 Reach out to Bill today to get the conversation started.

What a wonderful evening at Hopewell Valley Vineyards! 🍷📖Last week we were delighted to sponsor an evening featuring aut...
10/02/2026

What a wonderful evening at Hopewell Valley Vineyards! 🍷📖

Last week we were delighted to sponsor an evening featuring author and journalist Nancy B. Kennedy and her beautifully illustrated presentation, This Sacred Soil.

In recognition of our nation’s 250th anniversary, Nancy brought to life the remarkable stories of New Jersey’s early women voters and the courageous women who played a role in shaping the American Revolution. Her presentation offered a fascinating look at some lesser-known chapters of our history — including a surprising connection right here in New Jersey!

We enjoyed an evening filled with great conversation, handcrafted w**e, delicious food, and an engaging journey into the past.

We’re grateful to everyone who joined us and helped make the evening so memorable!

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
10/02/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

What steps might help you sustain and grow your retirement savings? This piece explores them.
09/30/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

Developing a retirement strategy? It's critical to know the differences between investment types.
09/28/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Address

2 Tree Farm Road, Suite B100
Pennington, NJ
08534

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