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TOP 30 Financial planning for education in Manasquan, NJ
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Merrill Lynch Financial Advisor Matthew Cali
Merrill Lynch Financial Advisor Matthew Cali, located at 2504 New Jersey 35, Manasquan, New Jersey, United States, is a finance institution that is dedicated to providing exemplary client service. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, the team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill and Bank of America, the team, led by Matthew Cali, offers personalized wealth management strategies tailored to individual goals and priorities. By focusing on what matters most to each client, the team at Merrill Lynch helps to develop a financial strategy that can adapt to changing market conditions and life circumstances. Whether planning for retirement, education, or legacy, the team at Merrill Lynch is dedicated to helping clients pursue their financial goals. With a focus on listening to clients and understanding their unique needs, Merrill Lynch Financial Advisor Matthew Cali and his team provide personalized investment strategies and comprehensive financial solutions to help clients navigate the complexities of their financial lives.
Merrill Lynch Financial Advisor Richard Fitzsimmons
Merrill Lynch Financial Advisor Richard Fitzsimmons is a finance institution located at 2504 New Jersey 35, Manasquan, New Jersey, United States. Richard Fitzsimmons is a Senior Vice President and Wealth Management Advisor with over 35 years of experience in the industry. He is a CERTIFIED FINANCIAL PLANNER™ certificant, offering personalized strategies to help clients pursue their financial objectives. Richard is also a former Councilman for the Boro of Manasquan and past Council President, demonstrating his commitment to the community. At Merrill Lynch Wealth Management, Richard focuses on building strong client relationships based on trust and personalized service. He believes in understanding his clients' goals and priorities, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing the Investment Personality Assessment, Richard can customize financial approaches to help clients pursue what matters most to them.
Farmers Insurance - Jeffrey Marchitello
Farmers Insurance - Jeffrey Marchitello is an insurance agency located at 200 Atlantic Avenue in Manasquan, New Jersey, United States. Jeffrey Marchitello, a lifelong resident of New Jersey, proudly serves Beachwood and surrounding areas as the local Farmers® agent. With a focus on outstanding customer service, the agency ensures that each client is educated on the coverage options that best suit their specific needs. With 15 years of experience in the insurance industry, Jeffrey Marchitello has the knowledge and expertise to help clients understand their coverage options, whether it's auto, home, life, commercial, and more. Located on the corner of Atlantic City Boulevard and Beachwood Boulevard, across from CVS, the agency offers personalized and straightforward service to help clients select the most comprehensive and cost-effective insurance solutions. Whether you're looking for auto insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, or recreational insurance, Farmers Insurance - Jeffrey Marchitello has you covered.
Coastal College Counseling
Coastal College Counseling is a premier educational institution located at 87 Broad Street in Manasquan, New Jersey. Our experienced counselors provide personalized guidance and support to high school students navigating the college application process. From selecting the right schools to crafting standout essays, we are dedicated to helping students achieve their academic goals and reach their full potential. Our comprehensive services include test preparation, financial aid assistance, and career planning. Trust Coastal College Counseling to help you chart a course for success in higher education.
College Funding Associates
College Funding Associates is a finance institution located at 38 Taylor Avenue in Manasquan, New Jersey, United States. Our mission is to help individuals and families navigate the complex world of college funding. We provide expert advice and services to assist with financial planning, student loans, scholarships, and grants. Our team of professionals is dedicated to helping our clients achieve their educational goals without the burden of overwhelming debt. Contact us today to learn more about how we can help make college more affordable for you and your loved ones.
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