Connect with Top-Rated Financial Planners in Toms River!

EPA Financial Services is a financial planning-based practice that offers a wide range of services to help individuals and families achieve their financial goals. From financial planning to investment management, the team at EPA Financial Services provides personalized advice and guidance to help clients navigate the complexities of personal finance. With a focus on family values and a commitment to exceptional service, EPA Financial Services has been helping families in Ocean County achieve financial security for over 40 years.

AFM Investments we make a difference in our clients' lives by managing their money with care. We bring a level of expertise, knowledge and experience to the Jersey Shore that you would typically have to pursue with a premiere investment firm on Wall Street. Unlike what you will find with those types of firms, we build personal relationships with our clients to ensure that we have a full understanding of your financial aspirations. This enables us to build a roadmap that will help you achieve those goals. Our team of professionals works for the client, and your best interests are always our main focus. We believe that financial planning and investment expertise are essential in helping our clients achieve their financial goals. From financial planning to investment planning, retirement planning, estate planning, tax planning, equity trading, college funding, and end of life planning, we offer a comprehensive range of services to meet the unique needs of our clients.