TOP 10 Retirement investment options in Westfield, NJ
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OceanFirst Bank
OceanFirst Bank, located at 520 South Avenue West in Westfield, New Jersey, has been a trusted institution since 1996. The OceanFirst Foundation has a strong reputation for supporting families, organizations, schools, and communities in central and southern New Jersey through grants. As a local bank, OceanFirst understands the needs of the community and strives to be a good neighbor and lender. Customers can easily transfer money into their loan accounts from OceanFirst deposit accounts, set up recurring payments, and manage their accounts through Digital Banking.
Merrill Lynch Financial Advisor John Mills-Pierre
Merrill Lynch Financial Advisor John Mills-Pierre, located at 173 Elm Street in Westfield, New Jersey, offers personalized financial services for executives managing concentrated stock positions or going through important life transitions like retirement, inheritance, or business sales. With access to Bank of America Private Bank trust and estate planning services, as well as credit and lending options, John can work with your professional advisors to coordinate comprehensive financial and legacy plans. John follows the Merrill tradition of community involvement and volunteers with local organizations. Through Merrill Personal Wealth Analysis™, he creates personalized financial plans tailored to your goals and evolving priorities. By starting with a conversation to understand your aspirations, John helps you make informed investment decisions to achieve meaningful objectives such as retirement savings, home purchases, or education funding.
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