Targeted Financial Service LLC

Mortgage Financial Group, based in Jackson, NJ, specializes in fiduciary wealth management for high net worth individuals, families, businesses, and nonprofits. With over thirty years of experience, the firm is dedicated to providing personalized financial strategies that ensure clients achieve financial peace of mind. Managing $700 million in assets as of April 2024, Mortgage Financial Group prides itself on a fee-only advisory model that eliminates commissions and hidden costs. Their commitment to integrity and client interests has resulted in a 98% client retention rate and an average advisor team tenure of 20 years. Generated from the website

Gateway Advisory, LLC is a financial services firm based in Toms River, NJ, offering comprehensive wealth management solutions to affluent individuals and corporate clients. With a team of experienced professionals and strategic partners, Gateway aims to simplify and improve clients' fiscal responsibilities, providing them with a gateway to a brighter financial future. Gateway goes beyond traditional investment advice, offering integrated financial planning, cash flow and debt management, tax planning, risk management strategies, estate and wealth transfer planning, as well as philanthropy insight and news. As a federally registered investment adviser, Gateway ensures compliance with regulatory requirements and strives to deliver personalized and reliable financial services to its clients.Generated from the website