About Us

Dufresne Investment Management  
A sole proprietorship owned and operated by Kesner Dufresne Jr, a certified financial planner (CFP(r)) and chartered financial consultant (ChFC(r)).  Dufresne Investment Management provides financial planning advice to help clients reach their financial goals through a model that begins with identifying clients' goals, then anaylzing their current and past situation after which a discussion of several recommendations of proven strategies that help clients' progress to their desired financial destination.  With regular communication, Dufresne Investment Management strives to ensure recommendations continue to deliver clients' intended results while also creating flexible mandates for any necessary adjustments to accommodate clients' needs and any innovative approaches that will continue clients' success.

Our services include:

Financial planning

Investments

Retirement
 
Insurance
 
Estate

Education

We believe that the client is more than just a balance sheet with assets and liabilities but a living person with complex situations that require flexibile, thoughtful and professional advice.  If this approach matters to you, then contact us and find out what Dufresne Investment Management offers you.

Kesner Dufresne Jr.
President
Education:
Seton Hall University 97' (Economics)
American College 06' (Financial Planning)
10+ years experience

Dufresne Investment Management
Post Office Box 3909
Trenton, NJ 08629

Toll free: (888) 948-1114
Phone: (609) 575-8530
Fax. (609) 228-5937

E-mail: info@dufresneinvestmentmanagement.com