We’re still right where we’ve always been—here in Manasquan, New Jersey. As we first shared last year, George McKelvey proudly partnered with Allworth Financial.
We’re pleased to share that George McKelvey is now fully integrated with Allworth Financial. This marks a new chapter in our journey—one that allows us to continue providing you with the same trusted guidance and personalized care you’ve come to expect.
Founded over 30 years ago by Northern Californians, Scott Hanson and Pat McClain, Allworth is not only entirely comprised of professionals who mirror our devotion to client satisfaction, financial well-being, and personalized service, but Allworth recently had the “Best in Class” designation bestowed upon it by the National Business Research Institute (NBRI), which ranks it among the most admired brands in the entire financial services industry.
As mentioned above, our main office remains at 2410 State Highway 34, Manasquan, NJ 08736.
You can continue to contact us by phone at (732) 449-5323 or via our email addresses listed below:
Bob.McKelvey@Allworthfinancial.com
Rich.Looney@Allworthfinancial.com
Bob.Giunco@Allworthfinancial.com
Chuck.Alexander@Allworthfinancial.com
Daravy.Son@Allworthfinancial.com
Jessica.Baumgartner@Allworthfinancial.com
Kim.Caldwell@Allworthfinancial.com
Michael.Messinger@Allworthfinancial.com
Paige.Foley@Allworthfinancial.com
Charlene.Priolo@Allworthfinancial.com
Kim.Trzeciak@Allworthfinancial.com
Mallory.Burlington@Allworthfinancial.com
Marisa.Marrone@Allworthfinancial.com
Matthew.Giunco@Allworthfinancial.com
Millie.Amodio@Allworthfinancial.com
Rich.Wixon@Allworthfinancial.com
Kurt.Reber@Allworthfinancial.com
As part of this transition, you’ve been redirected to the Allworth Financial website, where you’ll find the entire George McKelvey team—ready and excited to continue supporting you. Whether you're planning for the future, navigating life transitions, or working toward your financial goals, we’re here to help every step of the way.
Most importantly, thank you for the trust and confidence you’ve placed in us. We’re honored to continue serving as your partner, advisor, and friend.
Please let us know if you have any questions. We look forward to seeing you soon!
You can learn more about Allworth Financial, here.
