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1,102 advisors near
07731
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Out of 400,000+ nationwide
Robert L
CFP®, Series 63
Manasquan, NJ
Lepore Financial Services LLC
Robert Lepore is a CFP® with 15 years of industry experience, operating Lepore Financial Services LLC in Manasquan, NJ. He has been associated with Ridgeway & Conger, Inc. since 2010. Lepore Financial Services LLC provides portfolio management and financial planning services primarily to individual clients, focusing on individualized portfolio oversight and ongoing account management with fees tied to assets under management. The firm combines advisory services with broker-dealer representation, a structure that is uncommon among independent advisers.
Moshe G
Series 65
Jackson, NJ
XYPN Sapphire
Moshe Green is a financial advisor with XYPN Sapphire in Jackson, NJ. He holds a Series 65 designation and has been a student since 2016. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach using diversified portfolios and integrates adviser-tailored plans with oversight of AI tools and emerging digital-asset management programs.
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Finding advisors...
1,102 advisors near
07731
within the area shown on the map
Out of 400,000+ nationwide