Goal based investing in Manasquan, New Jersey

Manasquan Bank, located at 541 Sycamore Avenue in Shrewsbury, New Jersey, has been proudly serving the community since 1874. With a commitment to providing personalized, best-in-class service, we offer a range of financial solutions to meet the unique needs of our clients. Our Inspire account is perfect for qualifying non-profit organizations, while our Core Business Checking Account provides the tools needed for businesses to succeed. CD accounts offer secure investment opportunities, and our credit cards cater to various financial goals.

Silver Bay Financial, located at 56 Union Avenue in Manasquan, New Jersey, is a finance institution dedicated to helping clients pursue their financial goals. By analyzing their current financial situation, the institution provides optimal scenarios for clients to feel confident in their overall plan. Specializing in retirement plans such as IRA, Roth, and 401(k), Silver Bay Financial creates tailored portfolios based on client risk tolerance. The institution also offers guidance on leaving a legacy and efficient ways to retire comfortably. With a focus on confidentiality and personalized service, Silver Bay Financial ensures that clients receive the best possible solutions for their unique circumstances. Securities are offered through LPL Financial, while investment advice is provided through Fortis Group Advisors, a separate entity. The institution's website provides general information on services offered, and detailed information on qualifications and service offerings can be found in the firm's Disclosure Brochure. Clients can schedule appointments by filling out a form on the website.

ShorePath Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located in Manasquan, New Jersey, United States. With a focus on wealth management, ShorePath offers personalized financial solutions to help clients achieve their financial goals. Their team of experienced professionals provides expert advice and guidance to clients, ensuring they make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, ShorePath Wealth Management is dedicated to helping you secure a prosperous financial future.

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.

Merrill Lynch Financial Advisor Sean C Flaherty is a finance institution located at 2504 New Jersey 35, Manasquan, New Jersey, United States. Sean Flaherty follows the deep-seated Merrill tradition of community service and volunteering. With Merrill Personal Wealth Analysis™, personalized financial plans are built around your goals and priorities. As a financial advisor at Merrill Lynch Wealth Management, Sean focuses on what matters most to you and your family, adapting to changes over time. By starting with a conversation, Sean helps identify and prioritize your goals to create a customized financial approach. Drawing upon behavioral finance research, the Investment Personality Assessment helps understand your investing preferences and goals. By staying connected and discussing changes in your life, Sean helps you stay on track to achieve your financial goals. With access to Merrill's investment insights and Bank of America's banking solutions, Sean works with you to develop a financial approach tailored to your needs. The mission is to understand you and your priorities, helping you design a personalized plan to manage, grow, and preserve your wealth. By focusing on potential solutions that align with your goals, Sean helps turn your aspirations into reality. With a dedicated one-on-one relationship, Sean helps you navigate the financial complexities of life and build a customized investment approach. Get the latest investment insights and strategies to help you live your best financial life with Merrill Lynch Wealth Management Advisors.

New Jersey Senior Tax Advisors, located at 2329 New Jersey 34 in Manasquan, New Jersey, is a reputable institution specializing in accounting and finance. Led by President Gregory Kuras, the institution focuses on tax planning and financial planning tailored to your goals and objectives. With a strong reputation in the Monmouth County area, Gregory specializes in maximizing retirement income and minimizing income taxes to help you achieve the lifestyle you desire. Through a personalized approach based on your individual needs and dreams, Gregory aims to build a relationship of communication and understanding. Offering complimentary meetings to explore how he can assist you, Gregory is a frequent seminar speaker in the Monmouth and Ocean County area, focusing on educating and assisting seniors with financial challenges. As a Registered Representative offering Securities through American Portfolios Financial Services, Inc., Gregory ensures that your investments are in good hands. New Jersey Senior Tax Advisors is dedicated to helping you achieve financial success and security.

Vincent Crapelli - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 147 Union Avenue, Manasquan, New Jersey, United States. Vincent Crapelli provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies as life changes, and track progress towards goals. Clients can access their investments and accounts securely from any device. Vincent Crapelli is registered in states where securities business can be conducted. The initial consultation offers an overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends or family members to achieve their financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. The institution prioritizes privacy and security for clients.

Bright City Capital - Ameriprise Financial Services, LLC is a finance institution located at 147 Union Avenue, Manasquan, New Jersey, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides a complimentary initial consultation to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states. They cannot guarantee future financial results. Users of the site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. The institution values referrals and will reach out to friends or family members to help them achieve their financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Their services include a Client Relationship Summary Disclosure and a focus on personalized advice to help clients reach their financial goals.

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 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.