Capmark Financial Group Inc

Primerica Financial Services, located in Red Bank, NJ, is dedicated to empowering families on their journey to financial security through education and personalized financial solutions. With over 48 years of experience, their licensed representatives provide guidance on essential financial concepts such as term life insurance, investments, and debt management, helping clients make informed choices to achieve their financial goals. The company emphasizes a people-first philosophy, fostering a community of representatives who understand the unique needs of Main Street families. Recognized for excellence in service and commitment to financial independence, Primerica has earned accolades such as being named the #1 Most Trusted Life Insurance Company by Investor's Business Daily in 2022. Generated from the website

Oceanic Capital Management Oceanic Capital Management LLC (OCM) is an independent Registered Investment Advisory, located in Monmouth County, New Jersey. OCM specializes in portfolio management, specifically customized asset allocation strategies. Our primary focus is developing a targeted asset allocation, appropriate for each client, relative to their risk profile, and individual goals. We then periodically rebalance the assets, to keep things in the targeted range. OCM is governed by a strong commitment to diversification, a long-term approach to investing, and the use of alternative assets to help balance both our risk and return profiles.

The Opus Group, based in Red Bank, NJ, has been managing and building wealth for entrepreneurs, business executives, and affluent families since 2004. With a focus on individuality and personal goals, their boutique wealth management firm utilizes proprietary investment strategies to create and protect the lifestyle of their clients, offering peace of mind and financial security. Co-founded by Gregory A. Gallo CPA PFS, CRPC and Kevin J. DeRosa, The Opus Group stands out by doing things differently, providing personalized recommendations based on clients' goals, age, and risk tolerance. Their mission is to deliver services and solutions that help clients build, preserve, and manage wealth, ensuring they can reach their meaningful goals and enjoy all that life has to offer.Generated from the website