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Financial Professionals in Ocean, New Jersey By using this search function you are agreeing to be
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Multi Financial Securities Corporation/Rockdale Assoc. Photo

Multi Financial Securities Corporation/Rockdale Assoc.
Daniel Chen
FPA©, 
901 West Park Ave Suite #2-B
Ocean, NJ
(732) 695-2100
Client Minimums
  • Planning Services
  •   • None
  • Investment Services
  •    • $100,000
    Client Services
  • Planning Advice & Services
  • Investment Products
  • Financial Advice & Services
  • Insurance Advice & Products
  • Money Management Services
  • Tax Advice & Services
  • Types of Clients:
  • Individuals and Families
  • Businesses
  • Businesses/Pension
  • Nonprofits
  • Public Funds
  • Taft-Hartley Funds
  •  
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    Our Business Philosophy
    Assisting clients in understanding...
     
         
         
     
    The Michael Cooper Group Photo

    The Michael Cooper Group
    Michael Cooper
    CPA, CFP®, ChFC®, 
    590 Madison Ave. 11th Floor
    New York, NY
    (212) 315-6331
    Client Minimums
  • Planning Services
  •   • $500,000
  • Investment Services
  •    • $500,000
    Client Services
  • Tax Advice & Services
  • Planning Advice & Services
  • Financial Advice & Services
  • Insurance Advice & Products
  • Types of Clients:
  • Individuals and Families
  • Businesses
  • Businesses/Pension
  •  
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      Visit My Website  
      Send Email  
    Our Business Philosophy
    We are a fee based father...
     
         
         
     
    Mark Meyerowitz Photo

    Mark Meyerowitz
    19 Howell Drive
    West Orange, NJ
    (973) 669-8393
    Client Minimums
  • Planning Services
  •   • None
  • Investment Services
  •    • $50,000
    Client Services
  • Financial Advice & Services
  • Money Management Services
  • Investment Products
  • Types of Clients:
  • Individuals and Families
  • Businesses
  • Businesses/Pension
  •  
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      Visit My Website  
      Disclosure  
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    My Business Philosophy
    Not available.
     
         
         
     
    Brad Katz
    CWS®
    First Allied Securities, Member FINRA/SIPC.
    12 Darlington Dr
    Wayne, NJ
    (973) 317-2831
    Client Minimums
  • Planning Services
  •   • None
  • Investment Services
  •   • None
    Client Services
  • Planning Advice & Services
  • Financial Advice & Services
  • Money Management Services
  • Investment Products
  • Insurance Advice & Products
  • Types of Clients:
  • Individuals and Families
  • Businesses/Pension
  • Nonprofits
  •   Visit My Website  
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    Donald Conrad Photo

    Donald Conrad
    CSA, RIA
    Melville, NY
    (631) 439-7878
    Client Minimums
  • Planning Services
  •   • None
  • Investment Services
  •    • None
    Client Services
  • Tax Advice & Services
  • Planning Advice & Services
  • Financial Advice & Services
  • Insurance Advice & Products
  • Types of Clients:
  • Individuals and Families
  • Businesses
  • Businesses/Pension
  • Nonprofits
  •  
      View Profile  
      Visit My Website  
      Send Email  
    My Business Philosophy
    Conrad Capital Management,...