Asset management company in Holmdel, New Jersey

Lauren Leo - State Farm Insurance Agent is an insurance agency located at 2124 New Jersey 35, Holmdel, New Jersey, United States. Conveniently situated at Rt 35 & Laurel Ave, near the Holmdel Commons, our team is dedicated to helping customers manage the risks of everyday life, recover from the unexpected, and achieve their dreams. We offer a range of insurance and financial services to meet your needs, including assistance with life insurance, annuities, and pet insurance. Our mission is to provide personalized support and guidance to ensure you are properly protected. Whether you need help with insurance for your home, car, or business, we are here to help. Contact us at (732) 615-9600 for more information.

Monarch Benefit Advisors is an insurance agency located at 101 Crawfords Corner Road in Holmdel, New Jersey, United States. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complex world of insurance. We offer a wide range of insurance products and services to meet the unique needs of our clients. Whether you are looking for health insurance, life insurance, or retirement planning, we are here to help you find the right solution. Contact us today to learn more about how Monarch Benefit Advisors can help you protect what matters most.

Frank Corrado, Robertson Stephens is a finance institution located at 101 Crawfords Corner Road in Holmdel, New Jersey, United States. Frank, along with his son Frankie Corrado, CFP®, RLP, and Kevin Talty, CFP®, EA, offers comprehensive financial life guidance to individuals, families, and business entrepreneurs. With over 15 years of experience, Frank advises clients on various personal finance opportunities such as cash management, investment strategies, tax planning, risk mitigation, and estate planning. In the past 5 years, Frank has also developed life planning and coaching skills to provide a holistic client experience. Before joining Robertson Stephens, Frank was the CEO of Blue Blaze Financial Advisors, where he led a team counseling clients on achieving their optimal life goals. He also served as a Vice President at JP Morgan, providing financial advice on executive compensation programs. Frank began his career at Ernst & Young in New York, working with companies in various industries. Frank graduated summa cum laude with a BS in Finance from Boston College and holds certifications as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®), and Registered Life Planner (RLP®). He and his wife Dawn reside in Holmdel with their four grown children and five grandchildren. In his free time, Frank enjoys spending time with family, socializing with friends, and supporting client relationships.