Perfectly Imperfect Families - Cranford, New Jersey

Theresa C.

I'm glad I took the time to learn more about financial planning for my retirement, and I'm glad I reached out to Bill Walters for additional perspective and advice. He has been providing financial advisement for many years. He is in this to help people. He provides seminars to the public providing valuable information for retirement planning, estate planning, and special needs considerations including setting up a special needs trust to protect and support the children.

Bill's information considers today's economy and he listens to individual needs and preferences. He has a child with special needs, and he knows the financial planning aspect to support the needs of these families. He actively supports Angelman Syndrome Foundation and works with a support group for special needs families as well.

Bill is also an active member of his church, volunteering his time with organizations that support the needy.

For me, Bill listened to my financial situation and offered sound advice, options on how I can get where I want to be, protecting what I already have, and minimizing market risk and tax hits that happen later on, and also offered ways to grow what I have and ways to supplement my retirement savings.

It was very much worth my time to meet with Bill and have an open mind about how to best prepare for my future.
He's a great guy. He's in this to help people and I highly recommend his services. Thanks Bill!

Leo M.

I cannot recommend Bill enough to my family and friends. He listened to my needs and concerns before recommending anything to me. He made sure that I was comfortable with his recommendations and he explained his reasoning and the benefit to me for everything we discussed. I take planning for the future seriously and he eased my mind and didn't do anything with which I was uncomfortable. I highly recommend Bill Walters services. He is kind, thoughtful and most of all, he listens and does what is best for me, not him. As he says, if he does his job for his clients, then he has done what is best for him. That's real integrity!

Natan -. D.

Bill is an incredibly heartfelt and caring person who goes above and beyond to always do the best he can for everyone! He is incredibly positive and has an amazing Outlook and ability to help others rise up! 10 out of 10 would highly recommend!

Irina N.

Bill was professional. He listened to my situation. I was not rushed. The solution he gave me was custom to my needs. What a difference he has made in my finances. I am so happy and now have peace of mind. Choose Bill over the rest , you won’t be disappointed.

Ryan N.

Bill is truly dedicated to supporting individuals with diverse abilities. With a wealth of lifelong experience, he profoundly impacts the lives of those facing challenges, ensuring they are equipped for a fulfilling lifetime ahead. His passion and commitment shine through in every endeavor. Keep it up!

joe H.

I have spoken with Bill Walters before and always find he has great information to share. Knowledgeable and thoughtful with his advice. Answers my questions and explains things so they are easy to understand.

Nick &. D. W.

Whenever in need of financial planning Perfectly Imperfect Families is your go to! From the start Mr Walters listened to our needs and provided us with numerous options. We never felt like we were being over sold, he explained every product thoroughly, and made us feel confident in our selections. Highly recommend!

Rich P.

From my experience, Bill is the right person to have on your side when making critically important lifetime financial decisions - he's highly knowledgable and dedicated to getting the best result