Find a Financial Advisor in Manasquan, NJ


 

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place.
 
Everything a modern investor needs – all under one roof.



Lifestyle1
97%
client loyalty 25,000+ Clients2
30
years in business $26 Billion AUM4
14th Ranked RIA Barron’s1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9

Meet Your Manasquan Financial Advisory Team


 

Our team of fiduciary financial advisors in Manasquan, New Jersey, has been serving individuals and families throughout New Jersey and the greater Monmouth County area for more than six decades. No matter if you’re looking to optimize your investment portfolio, plan for retirement, or develop money-saving tax planning strategies, they are dedicated to helping you navigate the complexities of financial planning with confidence.

Visit our office, conveniently off Highway 34, to experience how our Manasquan financial planners can make a meaningful difference in your financial future.

Daravy Son
Daravy Son Financial Advisor MBA
Manasquan, NJ Read bio
Jessica Baumgartner
Jessica Baumgartner Financial Advisor CRPC®
Manasquan, NJ Read bio
John
John "Chuck" Alexander III Financial Advisor MBA
Manasquan, NJ Read bio
Kimberly Caldwell
Kimberly Caldwell Financial Advisor
Manasquan, NJ Read bio
Michael Messinger
Michael Messinger Financial Advisor MBA
Manasquan, NJ Read bio
Paige Foley
Paige Foley Financial Advisor
Manasquan, NJ Read bio
Richard Looney
Richard Looney Partner Advisor
Manasquan, NJ Read bio
Robert A. Giunco, Jr.
Robert A. Giunco, Jr. Partner Advisor
Manasquan, NJ Read bio
Robert G. McKelvey
Robert G. McKelvey Partner Advisor
Manasquan, NJ Read bio
Manasquan

 

2410 NJ-34
Manasquan, NJ 08736

Hours:
9am – 5 pm, M-F

(732) 449-5323

 

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