CPA Financial Planners

Financial wellness at the forefront - Bringing clarity to complex financial decisions.

Financial wellness at the forefront - Bringing clarity to complex financial decisions.

Financial wellness at the forefront - Bringing clarity to complex financial decisions.

Book a Meeting
Book a Meeting
Book a Meeting

Safety

Have you created a secure financial foundation to protect what you have today?

Independence

Does your financial strategy give you the flexibility to live life on your terms?

Legacy

Are you laying the groundwork for the next generation to create their own flourishing future?

At Christakos Financial

At Christakos Financial

Our companies offer comprehensive tax planning, tax return preparation, financial planning, and investment management. Our CPA Financial Planners create cohesive, tax-efficient strategies for individuals, businesses, and trusts. We provide the expertise and personalized guidance needed to manage and preserve wealth across generations.

About Us
About Us
About Us

Christakos & Co

Tax Planning and Tax Return
Preparation services.

Christakos & Co

Tax Planning and Tax Return
Preparation services.

Christakos & Co

Tax Planning and Tax Return
Preparation services.

Westfield Wealth

Financial Planning and
Investment Management.

Westfield Wealth

Financial Planning and
Investment Management.

Westfield Wealth

Financial Planning and
Investment Management.

Services

Services

Accounting

Accounting

Federal and State Tax Compliance
Strategic Tax Planning
Comprehensive Accounting and Bookkeeping
IRS Representation and Resolution
Federal and State Tax Compliance
Strategic Tax Planning
Comprehensive Accounting and Bookkeeping
IRS Representation and Resolution
Federal and State Tax Compliance
Strategic Tax Planning
Comprehensive Accounting and Bookkeeping
IRS Representation and Resolution

Wealth Management

Wealth Management

Comprehensive Financial Planning
Investment Management Solutions
Financial Planning for Divorce
Retirement Planning
Comprehensive Financial Planning
Investment Management Solutions
Financial Planning for Divorce
Retirement Planning
Comprehensive Financial Planning
Investment Management Solutions
Financial Planning for Divorce
Retirement Planning

Our Team

Our Team

Our team at Christakos Financial has over 40 years of experience in providing independent and objective advice to high-net-worth families, professionals, and business owners.

Meet Our Team
Meet Our Team
Meet Our Team
  • P. Jeffrey Christakos
    MBA, MST, CPA/PFS, CFP®, CLU, CDFA®
  • Andrew Christakos
    CPA/PFS, CFP®, AIF®, CDFA®
  • Anna Christakos
    MBA, CPA, CDFA®
  • Helen Dachowicz
    Certified QuickBooks ProAdvisor

News

News

Mar 1, 2025

Divorce Planning: A Guide For CPAs to Provide Financial Expertise

Green Fern
Green Fern
Green Fern
Dec 2, 2024

Beyond the Numbers: Incorporating Financial Wellness into Your Practice and Personal Life

Yellow Flower
Yellow Flower
Yellow Flower
Nov 21, 2024

Is New Jersey Tax-Friendly for Retirees?

View More
View More
View More

Location

Location

Downtown Cranford

Downtown Cranford

200 South Avenue East
Suite 303

Cranford, NJ 07016

Phone: 908-654-4784

Mon-Sat: By Appointment

200 South Avenue East
Suite 303
Cranford, NJ 07016

Phone: 908-654-4784

Mon-Sat: By Appointment
Contact Us
Contact Us
Contact Us

Take the first step toward financial clarity and confidence

Book a Meeting

Take the first step toward financial clarity and confidence

Book a Meeting

Take the first step toward
clarity and confidence

Book a Meeting

Quick Links

Accounting
Wealth Management
About Us
Book a Meeting

Contact Us

Office: 908-654-4784

200 South Avenue East
Suite 303
Cranford, NJ 07016 info@christakosfinancial.com

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data:
Do not sell my personal information.


Check the background of your financial professional on the U.S. Securities and Exchange Commission's Investment Adviser Public Disclosure website.

Investment Advisory Services offered through Westfield Wealth Management, LLC.

Westfield Wealth Management LLC is a registered investment adviser offering advisory services in the States of New Jersey and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Westfield Wealth Management LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

Terms of Use

Contact Us

Office: 908-654-4784

200 South Avenue East
Suite 303
Cranford, NJ 07016
info@christakosfinancial.com

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data:
Do not sell my personal information.


Check the background of your financial professional on the U.S. Securities and Exchange Commission's Investment Adviser Public Disclosure website.

Investment Advisory Services offered through Westfield Wealth Management, LLC.

Westfield Wealth Management LLC is a registered investment adviser offering advisory services in the States of New Jersey and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Westfield Wealth Management LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

Terms of Use

Contact Us

Office: 908-654-4784

200 South Avenue East
Suite 303
Cranford, NJ 07016 info@christakosfinancial.com

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.


Check the background of your financial professional on the U.S. Securities and Exchange Commission's Investment Adviser Public Disclosure website.

Investment Advisory Services offered through Westfield Wealth Management, LLC.

Westfield Wealth Management LLC is a registered investment adviser offering advisory services in the States of New Jersey and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Westfield Wealth Management LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

Terms of Use