Financial Advisors in Red Bank, NJ

Helping you elevate your financial potential

328 Newman Springs Road

Suite #1

Red Bank, NJ 07701

Driving Directions

THE Red Bank, nj TEAM

  • Charlie Scott

    Director, Financial Planning

    Paramus, Red Bank, Short Hills

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    Charlie Scott
  • David Marks

    Director, Financial Planning

    Red Bank

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    David Marks
  • Keith Truex

    Director, Financial Planning

    Red Bank

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    Keith Truex
  • Sal Marino

    Director, Financial Planning

    Red Bank, Short Hills, Staten Island

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    Sal Marino
  • Stephen Sassi

    Executive Director, Financial Planning

    Grand Central, Red Bank, Staten Island

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    Stephen Sassi
  • Jennifer Keiling

    Director, Financial Planning

    Grand Central, Paramus, Red Bank, Short Hills, Staten Island

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    Jennifer Keiling

 

 

 

 

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Working with us in Red Bank, NJ

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Red Bank is here for you, serving Monmouth and Ocean counties. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

The latest insights from our experts