Jeffrey James Seidel CFP Awma-UBS Financial Service

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Highway 34 Ste 102
Manasquan, NJ 08736
+1 (732) 223-5690
https://advisors.ubs.com

Jeffrey James Seidel, CFP, CPWA, is an experienced financial advisor based in Wall, NJ, specializing in goal-driven financial planning and investment strategies for high-net-worth individuals, families, and businesses. With a strong focus on building trusting, long-lasting relationships, he emphasizes educating clients to make informed financial decisions that align with their short-term needs and long-term goals.

As a member of ShorePath Wealth Management Group, Seidel offers comprehensive services including retirement planning, estate and multigenerational planning, and sustainable investing strategies. His approach, known as the UBS Wealth Way, incorporates key dimensions of liquidity, longevity, and legacy to help clients navigate their financial journeys effectively.

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United States›New Jersey›Manasquan›Jeffrey James Seidel CFP Awma-UBS Financial Service

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