Edward Jones - Financial Advisor: Nathan T Petrinec, CFP®|CEPA®|AAMS™
About the Business
Edward Jones - Financial Advisor: Nathan T Petrinec, CFP®|CEPA®|AAMS™ is a trusted financial institution located at 1261 Asbury Avenue, Ocean City, New Jersey, United States. With a focus on personalized financial planning, Nathan T Petrinec, a Certified Financial Planner, Certified Exit Planning Advisor, and Accredited Asset Management Specialist, provides expert guidance and advice to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or navigate a business transition, Nathan and his team are dedicated to helping you make informed decisions and secure your financial future.
Photos
Location & Phone number
1261 Asbury Ave Unit A, Ocean City, NJ 08226, United States
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:00 AM - 4:30 PM
Friday:
8:30 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"My wife and I have been clients of Nate for many years. He is personable, knowledgeable, and professional. He structures your portfolio to best fit your wants/needs now and in the future. He has keen insight into market movements and estate planning. I highly recommend Nate!"
"Nate & his staff, Karen & Bob, are incredible people to deal with. They are very professional, kind, patient & prompt with any of my questions & concerns. They are the kind of people you want to trust & take care of your finances. So many of my colleagues go to this Edward Jones office in Ocean City. Highly recommended without a doubt."
"The entire staff At Edward Jones has been a very friendly, beneficial, and rewarding experience. I enjoy working with Nate, who always stays in contact to review the portfolio on a regular basis, and his staff, Bob and Karen, are second to none as far as follow up and being there for you with any questions you may have. It's extremely important to choose the right financial company as well as a top-notch advisor such as Nate and his staff, so... when seeking out a great financial company such as Edward Jones and a staff that will be behind you all the time, please reach out to them, you will be happy you did!"
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