Financial advisors in Ocean City, NJ specializing in business, estate and investment planning.
Financial advisors in Ocean City, NJ specializing in business, estate and investment planning.
Let the professionals at Ocean City Financial Group bring your financial picture into focus:
• Build Your Personal Wealth
• Protect Your Income and Investments
• Save For Education
• Plan For and Live Wisely During Retirement
• Prepare for Long-Term Financial Security
Financial Planning
- Risk Management
- Building Cash Reserves
- Investing for the Future
Investment Planning
- Asset Allocation Strategies
- Money Management Programs
- Mutual Funds
- Securities Brokerage Accounts
- Performance Reporting
- Fixed & Variable Annuities
Risk Management
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
- Group Benefits
Business Planning
- Succession Planning
- Executive Compensation
- Executive Benefits
- Buy-Sell Agreement Funding
- Family Business Planning
- Employee Benefits
Retirement Planning
- IRA's
- 401(k)'s
- Simple IRA's
- Tax Deferred Savings
- Retirement Distribution Planning
Estate Analysis
- Gift and Estate Tax Strategies
- Charitable Planning
- Asset Protection Plans
Trust Services*
- Administration
- Custodial Accounts
- Estate Settlement
Professional Alliances
- CPA Firms
- Banks
- Credit Unions
- Law Firms
*Offered through the MassMutual Trust Company, FSB