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Forum
-> Inquiries & Offers
-> Lakewood, Toms River & Jackson related Inquiries
amother
OP
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Tue, May 03 2022, 7:24 pm
The bank account discussion reminded me that I have some extra money in savings which I want to invest in mutual funds/stocks etc. I'm fairly new to Lakewood so looking for recommendation for a top financial advisor who has a proven track record of good investing. Any personal recommendations?
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frieda967
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Tue, May 03 2022, 7:40 pm
I have someone for minimum 100k
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amother
OP
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Tue, May 03 2022, 7:44 pm
frieda967 wrote: | I have someone for minimum 100k | might consider if good, name please? Did you use them personally?
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amother
Fuchsia
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Tue, May 03 2022, 8:03 pm
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amother
Ecru
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Tue, May 03 2022, 8:08 pm
Northwestern mutual is opening a branch in Lakewood. I'll try to get the contact info.
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amother
OP
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Wed, May 04 2022, 11:54 am
amother [ Ecru ] wrote: | Northwestern mutual is opening a branch in Lakewood. I'll try to get the contact info. |
Thanks, if you have other contact info please let me know.
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amother
Heather
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Wed, May 04 2022, 11:55 am
Oakwood financial 732-905-2828
For mutual funds, chassana funds for kids
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amother
Ecru
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Wed, May 04 2022, 12:19 pm
amother [ OP ] wrote: | Thanks, if you have other contact info please let me know. |
http://moshealpert.nm.com/
He's on top of the cedarhurst office and can direct you
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