TOP 30 Best Financial services in Manasquan, New Jersey

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.

Vincent Hirsch Financial Services is a reputable finance institution located at 1913 Atlantic Avenue in Manasquan, New Jersey, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, insurance solutions, and more. With years of experience and a team of knowledgeable professionals, we are dedicated to helping our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you with your financial needs.

Maria Farhat Tanzola - UBS Financial Services Inc. is a reputable finance institution located at 2310 New Jersey 34 in Manasquan, New Jersey, United States. With a focus on providing excellent financial services, they offer personalized investment strategies and wealth management solutions to help clients achieve their financial goals. The team at Maria Farhat Tanzola - UBS Financial Services Inc. is dedicated to providing expert advice and guidance to ensure their clients' financial success.

Lee Retirement Services LLC is a finance institution located at 2517 New Jersey 35 in Manasquan, New Jersey. We specialize in providing retirement planning services to help individuals achieve their financial goals for their golden years. Our team of experienced financial advisors is dedicated to helping clients navigate the complexities of retirement planning and create personalized strategies to secure their financial future. Whether you are looking to maximize your retirement savings, minimize taxes, or create a sustainable income stream, Lee Retirement Services LLC is here to help. Contact us today to schedule a consultation and start planning for a comfortable and secure retirement.

Shore Wealth Management - UBS Financial Services Inc. is a reputable financial institution located at 2310 New Jersey 34 in Manasquan, New Jersey, United States. Specializing in wealth management services, Shore Wealth Management provides personalized financial planning, investment strategies, and retirement planning to help clients achieve their financial goals. With a team of experienced financial advisors, Shore Wealth Management - UBS Financial Services Inc. offers expert guidance and support to navigate the complexities of the financial market. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Shore Wealth Management is dedicated to helping you secure a stable financial future.

The Gerling / Lucchesi Group - UBS Financial Services Inc. is a reputable finance institution located at 2310 New Jersey 34 in Manasquan, New Jersey, United States. With a focus on providing top-notch financial services, they offer personalized investment strategies and wealth management solutions to their clients. With a team of experienced professionals, they strive to help individuals and businesses achieve their financial goals and secure their financial future.

UBS Financial Services Inc. is a leading finance institution located at 2310 New Jersey 34, Manasquan, New Jersey, United States. With a strong reputation for providing top-tier financial services, UBS offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, UBS Financial Services Inc. has the expertise and resources to assist you every step of the way. Trust in UBS for all your financial needs.

William 'Bill' Surdovel, CRPC - UBS Financial Services Inc. is a reputable finance institution located at 2310 New Jersey 34 in Manasquan, New Jersey, United States. With a focus on providing top-notch financial services, William 'Bill' Surdovel, CRPC and his team at UBS Financial Services Inc. are dedicated to helping clients achieve their financial goals. Whether it's investment planning, retirement planning, or wealth management, clients can trust in the expertise and professionalism of William 'Bill' Surdovel and his team.

Ritacco Galgano and Associates Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at 2310 New Jersey 34 in Manasquan, New Jersey, United States. Specializing in wealth management, they offer a wide range of financial services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies and financial planning to individuals and businesses. Trustworthy and reliable, Ritacco Galgano and Associates Wealth Management is dedicated to helping clients secure their financial future.

Merrill Lynch Financial Advisor James C. Krakowski is a finance institution located at 2504 New Jersey 35, Manasquan, New Jersey, United States. The team at Merrill Lynch is dedicated to understanding your values and goals in order to create personalized wealth management strategies. They believe in one-on-one conversations to truly get to know you and your family's aspirations for the future. With a deep understanding of your financial picture, James C. Krakowski can help create a flexible strategy tailored to your specific needs. The institution offers access to investment insights from Merrill and banking solutions from Bank of America. They focus on helping you pursue your life goals while also planning for your legacy.

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.

Merrill Lynch Financial Advisor Michael C Payne is a reputable institution located at 2504 New Jersey 35, Manasquan, New Jersey, United States. Specializing in finance, our team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. Our advisors have been recognized by Forbes as "Best-in-State Wealth Advisors" in multiple years, showcasing our commitment to exemplary client service. Supported by the global resources of Merrill, we work with you to understand your goals, priorities, and financial situation to create a personalized plan designed to help you achieve your financial objectives while managing investment risk. Our approach focuses on potential solutions that can turn your goals into reality, with a keen emphasis on adapting to changes in your life and the financial markets over time. We provide personalized investment strategies and comprehensive financial solutions to help you navigate the complexities of your financial life. Certified by reputable institutions, our advisors are equipped to offer tailored financial advice that aligns with your unique needs and priorities. Let us work together to help you live your best financial life and achieve your goals.

Merrill Lynch Financial Advisor Zachariah C Ivins, located at 2504 New Jersey 35, Manasquan, New Jersey, United States, is a finance institution dedicated to helping you manage your wealth with a personalized approach. Zachariah Ivins follows the Merrill tradition of community involvement and volunteering, showing a commitment to the well-being of the local area. With Merrill Personal Wealth Analysis™, a personalized plan can be created to focus on your goals and aspirations. By understanding your investment personality and goals, Zachariah Ivins can tailor a financial strategy to help you achieve what matters most to you. With access to the resources of Merrill and Bank of America, you can receive comprehensive financial solutions to address your needs. Zachariah Ivins is registered to do business in multiple states and is dedicated to helping you navigate the complexities of the financial markets. With a focus on personalized investment strategies and comprehensive financial solutions, Zachariah Ivins is here to guide you towards achieving your financial goals.

Kenneth Douglas - Senior Mortgage Loan Officer is a reputable finance institution located at 1913 Atlantic Avenue in Manasquan, New Jersey, United States. As a seasoned mortgage loan officer, Kenneth Douglas specializes in helping clients secure the best mortgage solutions tailored to their unique financial needs. With years of experience in the industry, Kenneth Douglas is dedicated to providing top-notch service and expert guidance throughout the mortgage loan process. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Kenneth Douglas is committed to helping you achieve your financial goals. Contact Kenneth Douglas - Senior Mortgage Loan Officer today to learn more about their personalized mortgage loan services.

The Law Office of Eugene D. Roth is a reputable legal practice located at 2520 New Jersey 35 in Manasquan, New Jersey, United States. Specializing in various areas of law, Eugene D. Roth and his team provide expert legal advice and representation to clients in need. With a commitment to professionalism, integrity, and personalized service, the Law Office of Eugene D. Roth is dedicated to achieving the best possible outcomes for their clients. Contact them today for all your legal needs.

Fair Rate Funding is a reputable institution located at 1913 Atlantic Avenue in Manasquan, New Jersey. As a legal funding company, they provide financial assistance to individuals involved in personal injury lawsuits. With a commitment to transparency and fairness, Fair Rate Funding offers competitive rates and flexible repayment options to help clients navigate the often complex and costly legal process. Their experienced team of professionals is dedicated to providing top-notch customer service and support throughout the funding process.

The Law Office of David A. Semanchik, located at 248R Washington Street in Toms River, New Jersey, is a trusted institution specializing in accounting, finance, and legal services. As a Bankruptcy & Tax Problems Attorney, David and his team prioritize getting to know each client personally to ensure the best possible outcome for their unique situation. With a focus on providing genuine legal guidance and support, the team at this office helps individuals and businesses navigate through challenging financial situations with confidence. Whether it's filing for bankruptcy, resolving tax disputes, or planning for the future, David Semanchik and his team are dedicated to offering top-notch guidance backed by decades of experience. Clients in Toms River and throughout New Jersey, including Brick Township, Manasquan, Manchester, and Lacey, can rely on the Law Office of David A. Semanchik for accessible and approachable legal counsel. With a commitment to professionalism, honesty, and expertise, this institution is the go-to choice for those seeking financial relief and security. Contact them for a consultation and take the first step towards a brighter financial future.

Parker Agency is a reputable insurance agency located at 17 South Street in Manasquan, New Jersey, United States. With a strong commitment to providing personalized insurance solutions, Parker Agency offers a wide range of insurance products and services to meet the unique needs of individuals and businesses. Our team of experienced agents are dedicated to helping clients find the right coverage at the best possible rates. Whether you are looking for auto, home, life, or business insurance, Parker Agency is here to help you protect what matters most. Contact us today to learn more about our comprehensive insurance options and exceptional customer service.

Echelon Advisors is a leading finance institution located at 63 Taylor Avenue in Manasquan, New Jersey, United States. With a team of experienced financial experts, Echelon Advisors offers a wide range of financial services including investment management, financial planning, and wealth management. Clients can expect personalized solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Echelon Advisors is dedicated to helping you achieve financial success.

The George McKelvey Company is a finance institution located at 2410 New Jersey 34 in Manasquan, New Jersey, United States. With a strong reputation for providing personalized financial services, the company offers a wide range of investment and wealth management solutions to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the George McKelvey Company is committed to delivering top-notch financial services with integrity and excellence.

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.

Quinn Richard CPA is a reputable accounting and finance institution located at 34 Taylor Avenue in Manasquan, New Jersey, United States. With a team of experienced and knowledgeable certified public accountants, Quinn Richard CPA offers a wide range of accounting services to individuals and businesses in the area. From tax preparation and planning to financial consulting and auditing, the institution is dedicated to providing top-notch financial solutions tailored to meet the unique needs of their clients. Trust Quinn Richard CPA for all your accounting and finance needs.

McCarthy & De Luca LLP is a reputable accounting and finance institution located at 104 Union Avenue in Manasquan, New Jersey, United States. With a team of experienced professionals, they provide a wide range of financial services tailored to meet the needs of individuals and businesses. From tax preparation to financial planning, McCarthy & De Luca LLP is dedicated to helping their clients achieve their financial goals. With a commitment to excellence and personalized service, they have earned a strong reputation in the community for their expertise and integrity in the field of accounting and finance.

Winters Mc Kenzie Mahon Colson is a reputable accounting and finance institution located at 2444 New Jersey 34 in Manasquan, New Jersey, United States. With a focus on providing top-notch financial services, the institution utilizes marketing and tracking technologies to enhance customer experience. By opting out of these technologies, users may experience limitations in certain website functionalities, but rest assured that essential cookies will still be operational. Trust Winters Mc Kenzie Mahon Colson for all your accounting and finance needs.

Maldjian Citta & Company, PC. is a reputable institution located at 2520 New Jersey 35, Manasquan, New Jersey, United States. Specializing in accounting, finance, and legal services, this firm offers expert advice and guidance to individuals and businesses seeking financial and legal solutions. With a team of experienced professionals, Maldjian Citta & Company, PC. is dedicated to providing top-notch services tailored to meet the unique needs of each client. Whether you need help with tax preparation, financial planning, or legal representation, you can trust Maldjian Citta & Company, PC. to deliver exceptional results.

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.

D J Duffy Inc is a reputable accounting and finance institution located at 2629 New Jersey 70 in Manasquan, New Jersey, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are a small business owner or an individual looking for financial guidance, D J Duffy Inc can provide the expertise and support you need to achieve your financial goals. Visit their office today to learn more about how they can help you manage your finances effectively.

Budalich Michael G CPA is an accounting and finance institution located at 2329 New Jersey 34, Manasquan, New Jersey, United States. They specialize in providing financial services for businesses and individuals. Additionally, they work with OnTrak Solutions to offer fleet management solutions that help improve efficiencies and reduce risks for businesses with fleets. By integrating telematics and analytical platforms, they can help create a safer fleet and improve overall operational productivity. With services such as GPS tracking, management software, and cloud-connected dash cams, Budalich Michael G CPA and OnTrak Solutions offer customizable solutions to meet the unique needs of each client. Whether you need assistance with fleet management, route efficiency, compliance, or insurance claims, their team of experts can help you achieve your goals. Schedule a free demonstration today to see their fleet management platform in action and learn how they can benefit your business.

Merrill Lynch Wealth Management is a reputable finance institution located at 2421 Atlantic Avenue in Manasquan, New Jersey, United States. With a focus on providing comprehensive wealth management services, Merrill Lynch offers personalized financial planning, investment strategies, and retirement planning to help clients achieve their financial goals. Their team of experienced financial advisors and wealth managers are dedicated to helping individuals and families build and protect their wealth for the future.

Moors & Cabot is a finance institution located at 35 Colby Avenue in Manasquan, New Jersey, United States. Our team of veteran financial professionals offers personalized strategies and robust capabilities to help you achieve your unique financial goals. We pride ourselves on being a true financial partner, dedicated exclusively to your success. Our professionals utilize a best of breed platform, constantly evaluating and adding new capabilities to provide you with a holistic view of your financial plan and performance. With no proprietary products or quotas, our team can focus solely on you and your needs. With 130 years of experience, we have a proven track record of putting clients first.