We are excited to share these firsthand accounts of how our financial services and planning have impacted our clients’ lives.
Take a moment to review these recent testimonials and discover what we are all about.
– Valued Financial Planner –
“I highly recommend OCFG for all your family’s financial planning needs. Mark was instrumental in identifying the perfect LTC program for my Mom so she enjoyed her golden years to the fullest and secured her estate plans the way she desired. Mark is a trusted friend and valued financial planner. If you need to establish your estate plans, call Mark and his team today!”
Barbara S., Egg Harbor Township, NJ
– Consistently Covers Our Concerns –
““My wife and I have known Mark for over 20 years. Not only is he our trusted financial advisor, he is our friend. The team consistently covers all of our concerns, and makes us feel comfortable talking about money.”
Ben & Marlene M., Charlotte, NC
– Went Above and Beyond –
“Ocean City Financial Group was instrumental in helping my family during a challenging time. They professionally set up Beneficiary IRAs for my siblings and I, ensuring the seamless transfer of funds through the estate using the “see-through” IRA provision after the loss of both of my parents. What stood out most was their responsiveness. They were always there when we needed them, addressing our questions and requests promptly and with the utmost care. Ocean City Financial Group truly went above and beyond, providing us with peace of mind during a difficult period. Their experience and compassion made all the difference, and I can’t recommend them highly enough.”
Richard R., Fort Washington, PA
– Consistently Exceeded My Expectations –
“I’ve been with Ocean City Financial Group for the past 8 years, and I can confidently say that Mark and Jodie have consistently exceeded my expectations. Their experience and dedication in helping me pursue a secure financial future tailored to my specific needs have been nothing short of exceptional. The level of service provided by the entire staff is unmatched—always friendly, personable, and ready to assist. I highly recommend Ocean City Financial Group to anyone.”
Michael D., Cape May, NJ
– Personable and Listens Carefully –
““We have enjoyed a strong, friendly relationship with the whole staff at Ocean City Financial Group for 10 years. Mark Reimet first assisted us in the investment of the sales of our Ocean City house to support my mother’s residency in the Shores of Wesley Manor. He continued to use his expertise to guide us through both of our retirement programs. We continue to meet with Mark by phone, Zoom or in person at least twice a year. He is always current with economic trends and examines our portfolio carefully before making any recommendations. Mark is personable and listens carefully to our questions and concerns. We would highly recommend him and Ocean City Financial Group.”
Ron & Joyce H., Pittsburgh, PA
– I Have Every Confidence I Will Thrive in Retirement –
“I searched for quite some time to find a financial planner I could trust with my life savings and my future. In the end, Ocean City Financial Group checked all of the boxes for me. I have been so pleased with my experience with Mark, Chris, Jodie and Kristina. From the beginning they have been welcoming and friendly. I have every confidence that I will thrive in my retirement years as a result of our collaboration.”
Cindy K., Ocean City, NJ
*The current clients that have provided testimonials above have not been paid or received any compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.
700 West Avenue, Suite 200
Ocean City Financial Group
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Ocean City Financial Group, LLC are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.