Best Financial Advisors in Brick

Blue Sky Business Advisors is an agency that provides financial analysis and management services to individuals and businesses in the Brick metro. The advisors from this company guide clients in analyzing business profitability; help find ways to reduce expenses; support ad hoc decisions; and advise about debt or equity financing. The agency also provides internal monthly reports and year-end financial statements. Blue Sky Business Advisors has more than 20 years of experience in working with financial lending institutions, banks, and investors.

C&A Financial Group helps Brick residents create a financial strategy to achieve their goals. By identifying inefficient spending, it assists in increasing its clients’ savings, recovering their costs, and building their wealth. It helps them allocate and diversify their assets to obtain high returns. Clients also benefit from its asset protection and income and legacy planning services. Frank Congilose is the author of the book "Coerced to Coached." His firm is an authorized The Living Balance Sheet user.

Coastal Wealth Management LLC is a company that caters to individuals and business owners seeking to achieve their financial goals. Serving Brick and the surrounding areas, the financial advisory firm offers various services, such as investment management, estate conservation, tax management, and retirement planning. Additionally, it provides insurance and annuity products and assists clients in customizing financial strategies. The company's managing member, James J. Giordano Jr., holds a Retirement Income Certified Professional designation and Series 7 and 66 licenses.

Egan Wealth Advisors serves clients in the Brick area. Its team offers wealth management services that help individuals and families reach their short- and long-term financial goals. These include creating a budget plan, selecting insurance policies, and preparing for retirement with a stable and sustainable income. The firm's advisors also help clients create an investment portfolio that meets their goals and risk tolerance. In addition, they offer estate planning services like drafting wills and setting powers of attorney.

Financial Futures delivers financial planning assistance to clients in Brick. It caters to the needs of those who are only beginning their career or those nearing their retirement. Its advisors work with singles or couples in growing their net worth by helping them make smart investment decisions and reviewing tax returns for opportunities. They support them in planning retirement by determining the right moment to apply for social security benefits. Jorie Johnson is a CFP who formed the company with a fiduciary model in 2004.

Four15 Advisors has been helping the residents of Brick manage their finances since 2003. It serves clients in different industries, such as marketing, advertising, sales, art, entertainment and media, and the financial marketplace. The company offers strategies to help clients reduce taxes and take control of their finances. These include retirement planning, debt management, cash flow analysis, and student loan optimization. Four15 Advisors was founded by Eric Feldman to help clients with the year-round tax preparation.

Harbor Lights Financial Group, Inc., caters to individuals and families in the Brick metro. It provides investment and debt management, legacy and wealth transfer, and retirement and multi-generational planning services. The company also deals with charitable giving and philanthropic planning. In addition, its financial advisors serve business owners who need cash management, business exit planning, and employee stock options support solutions. Founding partner Robert Tendler is a CPA who has been in the industry for over 34 years.

Serving the Brick area, Intellectual Capital Group Next provides financial planning services for multigenerational families. The Wall Township-based financial advisory firm aims to work closely with clients to help them grow their assets and ensure their financial future. Its services include financial, retirement, insurance, and investment planning. The company also gives back to the community by supporting local charities and participating in fundraisers. Michael Bonevento, the firm's founding partner, has 27 years of experience in the financial advisory industry. He is a Chartered Life Underwriter.

Investment Advisors Wealth Management, LLC serves clients in Brick. Individuals can obtain the firm's help with organizing their finances to meet current and future needs. This includes preparing plans for cash flow management, along with securing insurance to protect beneficiaries. The firm's advisors also help set up investment portfolios that fit a client's risk tolerance and plan for retirement with a stable income. Wealth advisor James Rice is a Certified Financial Planner who has been advising clients for more than three decades.

Merrill Lynch Southern Monmouth has been serving individuals and businesses in the Brick community for over 20 years. It offers wealth management solutions that take into account the clients' risk tolerance, liquidity needs, time horizon, and investment goals. It assists in planning assets, investments, taxes, wealth transfer, business succession, and retirement. It also educates clients about Social Security optimization techniques and philanthropic planning and services. The firm is part of Merrill Lynch Wealth Management, which has been training financial advisors since 1946.

Mullooly Asset Management, Inc., serves clients in and around the Brick area. This family business offers personal financial planning and investment management services. It constructs investment portfolios and assists clients in navigating their finances and investments. Serving as a fiduciary, the firm is mandated to act in the client's best interests. Tom Mullooly, founder and owner, established the firm in 2002 after 16 years of working as a broker. Today, the firm manages around $315 million in client assets.