UBS Financial Service

Garden State Trust Company, a premier provider of fiduciary services, specializes in investment management, trust, and estate services for individuals in New Jersey and Pennsylvania. Founded on principles of communication, objectivity, and trust, the company focuses on serving clients' needs with a commitment to their families' futures. As a well-regulated fiduciary and a trust service office of Midwest Trust Company, Garden State Trust Company offers a range of services including trust administration, estate planning, and investment agency accounts. Their personalized approach ensures that clients' interests are prioritized, fostering strong, trusting relationships built over decades. Generated from the website

The Gerling Lucchesi Group is a financial services group based in Manasquan, NJ, with over 30 years of experience in the industry. They specialize in providing customized wealth advisory services to individuals, business owners, foundations, and corporate clients, helping them achieve their long-term financial goals. The team, led by Robert Gerling and Vincent Lucchesi, focuses on developing lasting relationships with their clients through a commitment to quality client service. They offer thoughtful financial planning and wealth management strategies that go beyond investments, encompassing all aspects of their clients' financial lives.Generated from the website

HistoryKyle Smith started his practice in 2015 after completing his business education at The College of New Jersey. Now, six years of experience is dedicated to serving couples and young families that are planning for the future. Experience includes professional licensing, including Series 7, 66, Life insurance, Disability insurance, and Long Term Care insurance.SpecialtiesWe help couples, newlyweds, and new parents with their financial planning. Together couples have many decisions to make around cash flow, savings, insurance, and investing. We educate our client families on their options, advise on how they can improve their situation, and offer ongoing support as their careers and families grow and change.