Carey, Jacqueline Agt

Ross Goldberg, AGT - USI Affinity is a service-oriented company based in Matawan, NJ, specializing in retirement plan administration. With a team of professionally certified pension plan administrators averaging 20 years of industry experience, they are known for their responsiveness, attention to detail, and exceptional customer service. The firm offers a wide range of retirement plan options, including 401(k) plans, profit-sharing plans, and defined benefit pension plans, among others. Their fee structure is based on hourly rates for services performed, ensuring unbiased advice free from commission-based compensation. Generated from the website

Tranquility Path Investment, located in Matawan, NJ, specializes in comprehensive retirement planning designed to assist pre-retirees and retirees in transitioning to a more secure financial future. As fiduciaries, their mission is to provide customized strategies that encompass retirement income planning, investment management, insurance, Social Security and Medicare, and legacy planning. With a focus on easing client worries and fostering financial well-being, Tranquility Path Investment takes a flexible, fee-based approach to wealth management. Their commitment to employing time-tested investment strategies ensures that clients receive personalized guidance to achieve peace of mind in retirement. Generated from the website