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Saddle River / New Jersey / United States
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Egg Harbor Township / New Jersey / United States
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Red Bank / New Jersey / United States
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Raymond James Financial Services provides financial planning and investment management for individual clients. Its services include asset management, retirement planning, mutual funds, investment planning, tax planning, portfolio management and financial planning. Nicholas Sergio acts as the agency's registered principal financial advisor.

Moorestown / New Jersey / United States
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As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life. Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that youll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service. Raymond James-Moorestown office, founded 1989
Eatontown / New Jersey / United States
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As financial advisers, our mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, we combine our experience in the financial services industry with quality investment alternatives and the latest information and technology available. We strive to present information in a straightforward, understandable manner so that together with our clients, we can determine the most appropriate options available for their portfolios. We constantly consider changes in both the marketplace and in our clients needs, making necessary adjustments to help them realize their financial goals.