TOP 30 Senior financial assistance in Manasquan, New Jersey

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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.

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.