Desai, Uma Agt

CBIZ in Manasquan, NJ is a comprehensive financial services firm offering a wide range of accounting, tax, advisory, and insurance services to individuals and businesses across various industries. With a focus on corporate social responsibility and diversity and inclusion, CBIZ provides expertise in areas such as audit and assurance, tax planning, cybersecurity, and human capital management. The company's experienced executive team and board of directors lead the way in delivering tailored solutions for clients, including cost segregation studies, estate planning, health care consulting, and property and casualty insurance. CBIZ's commitment to excellence and innovation makes them a trusted partner for those seeking expert financial guidance and support. Generated from the website

Visit our office today located in Manasquan, NJ. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Gerard P. Melley is a First Vice President and Financial Advisor at UBS Financial Services Inc, located in Manasquan, NJ. With over 30 years of experience in the financial services industry, he specializes in providing sound financial advice to individuals, small businesses, and nonprofit organizations, focusing on wealth accumulation and protection. Graduating from the State University of New York at Albany, Melley employs a disciplined approach to wealth management, helping clients develop specific asset allocation and risk management models. His practice is built on understanding clients' priorities and concerns, guiding them to achieve their long-term financial goals through the UBS Wealth Way approach, which emphasizes liquidity, longevity, and legacy. Generated from the website